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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 | $29,105 | $81,262-64.2% | $155,602-81.3% | $80,911-64.0% |
| Participation rate | 14.0% | 66.2%-52.2pp | 78.2%-64.2pp | 67.6%-53.6pp |
| Annual return | 9.67% | 33.34%-23.7pp | 64.81%-55.1pp | 35.63%-26.0pp |
| Employer contribution / active EE | $597 | $3,102-80.8% | $4,675-87.2% | $2,756-78.3% |
| Participant deferral / active EE | $1,433 | $3,451-58.5% | $5,629-74.5% | $4,297-66.7% |
| Admin fee / account holder | $2,699 | $7,992-66.2% | $15,923-83.1% | $6,935-61.1% |