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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 | $29,391 | $49,024-40.0% | $112,860-74.0% | $87,485-66.4% |
| Participation rate | 52.5% | 62.2%-9.6pp | 66.3%-13.8pp | 68.9%-16.4pp |
| Annual return | 6.22% | 43.86%-37.6pp | 35.26%-29.0pp | 26.06%-19.8pp |
| Employer contribution / active EE | $391 | $1,290-69.7% | $2,206-82.3% | $2,596-84.9% |
| Participant deferral / active EE | $2,164 | $2,209-2.0% | $3,493-38.1% | $4,274-49.4% |
| Admin fee / account holder | $15,953 | $6,266+154.6% | $6,841+133.2% | $7,775+105.2% |