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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 | $29,630 | $53,774-44.9% | $134,162-77.9% | $79,852-62.9% |
| Participation rate | 40.8% | 58.8%-17.9pp | 72.2%-31.3pp | 69.6%-28.8pp |
| Annual return | 2.84% | 19.01%-16.2pp | 36.35%-33.5pp | 31.72%-28.9pp |
| Employer contribution / active EE | $265 | $1,322-80.0% | $3,705-92.9% | $2,471-89.3% |
| Participant deferral / active EE | $1,016 | $2,420-58.0% | $3,500-71.0% | $3,740-72.8% |
| Admin fee / account holder | $6,980 | $3,985+75.2% | $6,685+4.4% | $5,306+31.5% |