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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 | $29,524 | $68,573-56.9% | $120,368-75.5% | $80,874-63.5% |
| Participation rate | 52.6% | 61.6%-9.0pp | 71.9%-19.3pp | 67.6%-15.0pp |
| Annual return | 10.00% | 23.61%-13.6pp | 107.26%-97.3pp | 35.62%-25.6pp |
| Employer contribution / active EE | $925 | $2,052-54.9% | $3,465-73.3% | $2,756-66.4% |
| Participant deferral / active EE | $1,713 | $3,174-46.0% | $4,991-65.7% | $4,297-60.1% |
| Admin fee / account holder | $11,023 | $5,734+92.2% | $9,429+16.9% | $6,935+58.9% |