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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 | $45,343-31.1% | $150,298-79.2% | $67,986-54.0% |
| Participation rate | 29.5% | 51.9%-22.3pp | 77.8%-48.2pp | 57.2%-27.7pp |
| Annual return | 10.29% | 33.28%-23.0pp | 62.79%-52.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $573 | $1,462-60.8% | $4,154-86.2% | $2,019-71.6% |
| Participant deferral / active EE | $1,001 | $2,055-51.3% | $5,453-81.6% | $3,358-70.2% |
| Admin fee / account holder | $3,058 | $2,250+35.9% | $14,116-78.3% | $3,203-4.5% |