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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 | $72,607-56.8% | $90,259-65.3% | $87,485-64.2% |
| Participation rate | 24.4% | 64.8%-40.4pp | 70.7%-46.4pp | 68.9%-44.5pp |
| Annual return | 8.17% | 18.59%-10.4pp | 18.88%-10.7pp | 26.06%-17.9pp |
| Employer contribution / active EE | $687 | $1,919-64.2% | $2,291-70.0% | $2,596-73.5% |
| Participant deferral / active EE | $2,463 | $3,055-19.4% | $3,827-35.6% | $4,274-42.4% |
| Admin fee / account holder | $17,518 | $5,947+194.6% | $7,267+141.1% | $7,775+125.3% |