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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 | $27,531 | $76,407-64.0% | $150,298-81.7% | $82,448-66.6% |
| Participation rate | 44.7% | 66.4%-21.7pp | 77.8%-33.0pp | 68.1%-23.3pp |
| Annual return | 11.05% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $744 | $2,614-71.5% | $4,154-82.1% | $2,551-70.8% |
| Participant deferral / active EE | $1,607 | $3,214-50.0% | $5,453-70.5% | $4,139-61.2% |
| Admin fee / account holder | $12,752 | $6,352+100.8% | $14,116-9.7% | $7,234+76.3% |