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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 | $28,068 | $37,436-25.0% | $77,513-63.8% | $79,858-64.9% |
| Participation rate | 38.2% | 41.5%-3.3pp | 54.2%-16.0pp | 69.6%-31.4pp |
| Annual return | 5.39% | 39.75%-34.4pp | 54.81%-49.4pp | 31.72%-26.3pp |
| Employer contribution / active EE | $541 | $637-15.0% | $987-45.1% | $2,471-78.1% |
| Participant deferral / active EE | $1,048 | $1,261-16.8% | $1,861-43.7% | $3,740-72.0% |
| Admin fee / account holder | $4,006 | $2,505+59.9% | $2,859+40.1% | $5,306-24.5% |