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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 | $31,021 | $75,541-58.9% | $152,093-79.6% | $82,637-62.5% |
| Participation rate | 44.6% | 66.5%-22.0pp | 77.8%-33.2pp | 68.1%-23.5pp |
| Annual return | 11.29% | 32.56%-21.3pp | 66.36%-55.1pp | 53.51%-42.2pp |
| Employer contribution / active EE | $942 | $2,622-64.1% | $4,175-77.4% | $2,552-63.1% |
| Participant deferral / active EE | $2,030 | $3,206-36.7% | $5,451-62.8% | $4,126-50.8% |
| Admin fee / account holder | $13,087 | $6,405+104.3% | $14,497-9.7% | $7,339+78.3% |