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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 | $29,270 | $58,848-50.3% | $88,179-66.8% | $82,637-64.6% |
| Participation rate | 48.9% | 57.9%-9.0pp | 69.1%-20.2pp | 68.1%-19.1pp |
| Annual return | 13.28% | 22.76%-9.5pp | 64.97%-51.7pp | 53.51%-40.2pp |
| Employer contribution / active EE | $466 | $1,678-72.2% | $2,549-81.7% | $2,552-81.7% |
| Participant deferral / active EE | $1,350 | $3,124-56.8% | $4,614-70.7% | $4,126-67.3% |
| Admin fee / account holder | $2,269 | $4,795-52.7% | $7,673-70.4% | $7,339-69.1% |