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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 | $28,872 | $56,894-49.3% | $84,753-65.9% | $62,881-54.1% |
| Participation rate | 49.2% | 68.5%-19.3pp | 76.6%-27.4pp | 69.3%-20.1pp |
| Annual return | 3.87% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,047 | $2,400-56.4% | $3,574-70.7% | $2,281-54.1% |
| Participant deferral / active EE | $2,156 | $2,709-20.4% | $3,712-41.9% | $3,203-32.7% |
| Admin fee / account holder | $6,982 | $3,581+95.0% | $5,333+30.9% | $4,296+62.5% |