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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 | $28,155 | $79,955-64.8% | $98,461-71.4% | $75,173-62.5% |
| Participation rate | 46.8% | 70.4%-23.6pp | 75.2%-28.4pp | 67.2%-20.4pp |
| Annual return | 11.78% | 19.75%-8.0pp | 21.17%-9.4pp | 160.72%-148.9pp |
| Employer contribution / active EE | $938 | $2,264-58.6% | $3,049-69.2% | $2,671-64.9% |
| Participant deferral / active EE | $2,096 | $3,752-44.1% | $4,738-55.8% | $4,126-49.2% |
| Admin fee / account holder | $11,707 | $6,841+71.1% | $8,961+30.6% | $5,651+107.2% |