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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 | $30,255 | $54,541-44.5% | $78,778-61.6% | $70,126-56.9% |
| Participation rate | 18.5% | 60.8%-42.3pp | 69.2%-50.7pp | 69.5%-51.0pp |
| Annual return | 8.36% | 21.07%-12.7pp | 35.62%-27.3pp | 73.15%-64.8pp |
| Employer contribution / active EE | $335 | $1,089-69.2% | $1,986-83.1% | $2,343-85.7% |
| Participant deferral / active EE | $1,271 | $2,210-42.5% | $2,958-57.0% | $3,332-61.8% |
| Admin fee / account holder | $16,935 | $3,709+356.6% | $5,134+229.9% | $4,645+264.5% |