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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 | $29,332 | $77,638-62.2% | $156,551-81.3% | $62,881-53.4% |
| Participation rate | 40.4% | 71.2%-30.8pp | 84.0%-43.6pp | 69.3%-28.9pp |
| Annual return | 3.30% | 50.33%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $765 | $3,444-77.8% | $5,501-86.1% | $2,281-66.5% |
| Participant deferral / active EE | $2,027 | $3,046-33.4% | $4,871-58.4% | $3,203-36.7% |
| Admin fee / account holder | $8,707 | $5,561+56.6% | $13,028-33.2% | $4,296+102.7% |