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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 | $28,594 | $78,423-63.5% | $95,964-70.2% | $79,856-64.2% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 5.09% | 19.37%-14.3pp | 91.64%-86.6pp | 31.71%-26.6pp |
| Employer contribution / active EE | $914 | $1,945-53.0% | $2,541-64.0% | $2,471-63.0% |
| Participant deferral / active EE | $1,854 | $3,440-46.1% | $4,167-55.5% | $3,741-50.4% |
| Admin fee / account holder | $1,979 | $5,622-64.8% | $6,797-70.9% | $5,306-62.7% |