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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 | $30,775 | $81,331-62.2% | $155,534-80.2% | $80,935-62.0% |
| Participation rate | 28.7% | 66.3%-37.5pp | 78.2%-49.5pp | 67.7%-38.9pp |
| Annual return | 7.18% | 33.37%-26.2pp | 64.92%-57.7pp | 35.66%-28.5pp |
| Employer contribution / active EE | $843 | $3,105-72.8% | $4,675-82.0% | $2,757-69.4% |
| Participant deferral / active EE | $1,757 | $3,454-49.1% | $5,630-68.8% | $4,299-59.1% |
| Admin fee / account holder | $15,174 | $7,999+89.7% | $15,900-4.6% | $6,924+119.1% |