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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 | $25,555 | $49,976-48.9% | $66,674-61.7% | $82,637-69.1% |
| Participation rate | 48.9% | 63.1%-14.2pp | 73.7%-24.8pp | 68.1%-19.2pp |
| Annual return | 7.00% | 39.09%-32.1pp | 321.24%-314.2pp | 53.51%-46.5pp |
| Employer contribution / active EE | $430 | $1,988-78.4% | $2,620-83.6% | $2,552-83.2% |
| Participant deferral / active EE | $1,597 | $2,847-43.9% | $4,084-60.9% | $4,126-61.3% |
| Admin fee / account holder | $5,433 | $4,594+18.3% | $5,098+6.6% | $7,339-26.0% |