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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 | $28,818 | $59,804-51.8% | $81,982-64.8% | $79,856-63.9% |
| Participation rate | 27.7% | 61.6%-34.0pp | 69.3%-41.6pp | 69.6%-42.0pp |
| Annual return | 9.42% | 17.56%-8.1pp | 41.31%-31.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $464 | $1,713-72.9% | $2,498-81.4% | $2,471-81.2% |
| Participant deferral / active EE | $951 | $2,695-64.7% | $3,722-74.5% | $3,741-74.6% |
| Admin fee / account holder | $5,147 | $4,288+20.0% | $5,665-9.1% | $5,306-3.0% |