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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 | $28,618 | $53,774-46.8% | $134,162-78.7% | $79,856-64.2% |
| Participation rate | 34.0% | 58.8%-24.8pp | 72.2%-38.2pp | 69.6%-35.6pp |
| Annual return | 9.84% | 19.01%-9.2pp | 36.35%-26.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $401 | $1,322-69.7% | $3,705-89.2% | $2,471-83.8% |
| Participant deferral / active EE | $1,319 | $2,420-45.5% | $3,500-62.3% | $3,741-64.7% |
| Admin fee / account holder | $7,079 | $3,985+77.6% | $6,685+5.9% | $5,306+33.4% |