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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 | $29,850 | $72,492-58.8% | $87,104-65.7% | $72,975-59.1% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.9%-35.2pp | 69.5%-27.8pp |
| Annual return | 5.92% | 24.46%-18.5pp | 28.19%-22.3pp | 81.01%-75.1pp |
| Employer contribution / active EE | $795 | $1,894-58.0% | $2,521-68.5% | $2,440-67.4% |
| Participant deferral / active EE | $1,599 | $3,270-51.1% | $4,048-60.5% | $3,608-55.7% |
| Admin fee / account holder | $1,070 | $5,055-78.8% | $7,491-85.7% | $5,124-79.1% |