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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 | $29,618 | $58,493-49.4% | $84,023-64.8% | $72,976-59.4% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 16.33% | 28.93%-12.6pp | 71.32%-55.0pp | 81.02%-64.7pp |
| Employer contribution / active EE | $540 | $1,163-53.6% | $1,984-72.8% | $2,440-77.9% |
| Participant deferral / active EE | $1,320 | $2,394-44.8% | $3,239-59.2% | $3,608-63.4% |
| Admin fee / account holder | $5,377 | $4,569+17.7% | $6,102-11.9% | $5,124+4.9% |