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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 | $31,824 | $57,140-44.3% | $85,240-62.7% | $80,959-60.7% |
| Participation rate | 32.3% | 56.4%-24.1pp | 67.5%-35.2pp | 67.7%-35.4pp |
| Annual return | 8.60% | 21.71%-13.1pp | 66.75%-58.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,255 | $1,802-30.4% | $2,735-54.1% | $2,757-54.5% |
| Participant deferral / active EE | $1,932 | $3,115-38.0% | $4,527-57.3% | $4,300-55.1% |
| Admin fee / account holder | $14,361 | $4,992+187.7% | $6,165+132.9% | $6,925+107.4% |