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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 | $29,488 | $58,828-49.9% | $78,002-62.2% | $62,881-53.1% |
| Participation rate | 37.2% | 71.1%-33.9pp | 75.5%-38.3pp | 69.3%-32.1pp |
| Annual return | 4.28% | 17.16%-12.9pp | 425.99%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $832 | $1,672-50.2% | $2,470-66.3% | $2,281-63.5% |
| Participant deferral / active EE | $1,813 | $2,686-32.5% | $3,497-48.2% | $3,203-43.4% |
| Admin fee / account holder | $479 | $4,393-89.1% | $5,481-91.3% | $4,296-88.9% |