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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 | $31,343 | $67,894-53.8% | $89,340-64.9% | $82,448-62.0% |
| Participation rate | 24.4% | 64.0%-39.7pp | 69.6%-45.2pp | 68.1%-43.7pp |
| Annual return | 8.17% | 19.21%-11.0pp | 20.57%-12.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $687 | $1,828-62.4% | $2,231-69.2% | $2,551-73.0% |
| Participant deferral / active EE | $2,463 | $3,072-19.8% | $3,823-35.6% | $4,139-40.5% |
| Admin fee / account holder | $17,518 | $5,723+206.1% | $6,704+161.3% | $7,234+142.2% |