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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,766 | $60,349-49.0% | $74,184-58.5% | $62,881-51.1% |
| Participation rate | 62.1% | 72.7%-10.7pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 4.30% | 21.38%-17.1pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $610 | $1,680-63.7% | $2,370-74.3% | $2,281-73.3% |
| Participant deferral / active EE | $1,462 | $2,856-48.8% | $3,550-58.8% | $3,203-54.3% |
| Admin fee / account holder | $20,556 | $4,261+382.5% | $5,586+268.0% | $4,296+378.5% |