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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 | $28,865 | $61,605-53.1% | $112,273-74.3% | $75,173-61.6% |
| Participation rate | 45.7% | 61.7%-16.0pp | 72.4%-26.8pp | 67.2%-21.6pp |
| Annual return | 11.89% | 28.47%-16.6pp | 30.23%-18.3pp | 160.72%-148.8pp |
| Employer contribution / active EE | $743 | $2,015-63.1% | $3,431-78.3% | $2,671-72.2% |
| Participant deferral / active EE | $1,801 | $3,108-42.0% | $4,800-62.5% | $4,126-56.3% |
| Admin fee / account holder | $7,752 | $4,862+59.4% | $7,7520% | $5,651+37.2% |