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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 | $31,536 | $52,580-40.0% | $71,671-56.0% | $70,126-55.0% |
| Participation rate | 53.3% | 60.9%-7.5pp | 68.7%-15.4pp | 69.5%-16.2pp |
| Annual return | 10.91% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $519 | $1,616-67.9% | $2,460-78.9% | $2,343-77.8% |
| Participant deferral / active EE | $1,955 | $2,386-18.1% | $3,438-43.1% | $3,332-41.3% |
| Admin fee / account holder | $14,427 | $3,653+295.0% | $5,558+159.6% | $4,645+210.6% |