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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 | $28,595 | $49,976-42.8% | $66,674-57.1% | $82,637-65.4% |
| Participation rate | 30.9% | 63.1%-32.2pp | 73.7%-42.8pp | 68.1%-37.2pp |
| Annual return | 13.18% | 39.09%-25.9pp | 321.24%-308.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $609 | $1,988-69.4% | $2,620-76.8% | $2,552-76.1% |
| Participant deferral / active EE | $1,269 | $2,847-55.4% | $4,084-68.9% | $4,126-69.3% |
| Admin fee / account holder | $1,836 | $4,594-60.0% | $5,098-64.0% | $7,339-75.0% |