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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 | $30,300 | $67,894-55.4% | $89,340-66.1% | $82,448-63.2% |
| Participation rate | 25.0% | 64.0%-39.0pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 12.26% | 19.21%-6.9pp | 20.57%-8.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $807 | $1,828-55.8% | $2,231-63.8% | $2,551-68.4% |
| Participant deferral / active EE | $1,158 | $3,072-62.3% | $3,823-69.7% | $4,139-72.0% |
| Admin fee / account holder | $1,598 | $5,723-72.1% | $6,704-76.2% | $7,234-77.9% |