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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 | $30,298 | $51,638-41.3% | $68,368-55.7% | $82,448-63.3% |
| Participation rate | 24.4% | 63.6%-39.2pp | 73.8%-49.4pp | 68.1%-43.7pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $456 | $2,047-77.7% | $2,649-82.8% | $2,551-82.1% |
| Participant deferral / active EE | $1,106 | $2,914-62.0% | $4,123-73.2% | $4,139-73.3% |
| Admin fee / account holder | $3,129 | $4,643-32.6% | $5,150-39.2% | $7,234-56.7% |