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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 | $29,190 | $71,208-59.0% | $93,681-68.8% | $80,911-63.9% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.4pp | 67.6%-33.3pp |
| Annual return | 8.69% | 11.27%-2.6pp | 133.47%-124.8pp | 35.63%-26.9pp |
| Employer contribution / active EE | $5,314 | $1,564+239.7% | $2,422+119.4% | $2,756+92.8% |
| Participant deferral / active EE | $2,558 | $4,035-36.6% | $4,415-42.1% | $4,297-40.5% |
| Admin fee / account holder | $410 | $6,951-94.1% | $8,290-95.1% | $6,935-94.1% |