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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 | $29,960 | $58,512-48.8% | $84,020-64.3% | $72,983-58.9% |
| Participation rate | 53.7% | 61.2%-7.6pp | 69.0%-15.4pp | 69.5%-15.8pp |
| Annual return | 16.13% | 28.93%-12.8pp | 71.31%-55.2pp | 81.01%-64.9pp |
| Employer contribution / active EE | $526 | $1,163-54.7% | $1,984-73.5% | $2,440-78.4% |
| Participant deferral / active EE | $1,796 | $2,394-25.0% | $3,239-44.5% | $3,608-50.2% |
| Admin fee / account holder | $15,477 | $4,569+238.7% | $6,101+153.7% | $5,124+202.0% |