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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 | $28,044 | $46,688-39.9% | $189,758-85.2% | $69,733-59.8% |
| Participation rate | 46.1% | 61.7%-15.6pp | 79.8%-33.7pp | 62.5%-16.4pp |
| Annual return | 4.46% | 14.35%-9.9pp | 52.62%-48.2pp | 15.22%-10.8pp |
| Employer contribution / active EE | $719 | $1,695-57.6% | $4,767-84.9% | $2,250-68.1% |
| Participant deferral / active EE | $2,042 | $2,143-4.7% | $5,856-65.1% | $3,054-33.2% |
| Admin fee / account holder | $6,125 | $1,700+260.2% | $20,388-70.0% | $3,102+97.4% |