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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 | $69,273-54.8% | $90,796-65.5% | $82,637-62.1% |
| Participation rate | 24.4% | 64.0%-39.6pp | 69.5%-45.1pp | 68.1%-43.7pp |
| Annual return | 8.17% | 18.37%-10.2pp | 19.29%-11.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $687 | $1,865-63.1% | $2,294-70.0% | $2,552-73.1% |
| Participant deferral / active EE | $2,463 | $3,047-19.2% | $3,822-35.5% | $4,126-40.3% |
| Admin fee / account holder | $17,518 | $5,511+217.9% | $7,024+149.4% | $7,339+138.7% |