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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 | $31,029 | $63,156-50.9% | $122,354-74.6% | $62,293-50.2% |
| Participation rate | 53.6% | 60.0%-6.4pp | 71.6%-18.0pp | 69.5%-15.9pp |
| Annual return | 13.55% | 20.61%-7.1pp | 30.28%-16.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $455 | $1,385-67.2% | $4,051-88.8% | $2,042-77.7% |
| Participant deferral / active EE | $1,786 | $2,321-23.1% | $3,287-45.7% | $3,169-43.7% |
| Admin fee / account holder | $7,304 | $440+1560.4% | $5,479+33.3% | $479+1423.8% |