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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 | $31,247 | $43,496-28.2% | $161,489-80.7% | $64,340-51.4% |
| Participation rate | 29.5% | 53.5%-24.0pp | 78.7%-49.2pp | 55.2%-25.7pp |
| Annual return | 10.29% | 20.76%-10.5pp | 89.72%-79.4pp | 24.14%-13.9pp |
| Employer contribution / active EE | $573 | $1,431-60.0% | $4,268-86.6% | $1,862-69.2% |
| Participant deferral / active EE | $1,001 | $1,996-49.9% | $5,630-82.2% | $2,980-66.4% |
| Admin fee / account holder | $3,058 | $2,330+31.2% | $16,006-80.9% | $3,703-17.4% |