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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 | $31,954 | $36,948-13.5% | $73,658-56.6% | $87,485-63.5% |
| Participation rate | 18.2% | 46.8%-28.6pp | 57.0%-38.9pp | 68.9%-50.7pp |
| Annual return | 11.19% | 28.64%-17.4pp | 29.72%-18.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $683 | $670+2.0% | $1,032-33.8% | $2,596-73.7% |
| Participant deferral / active EE | $741 | $1,379-46.3% | $2,062-64.1% | $4,274-82.7% |
| Admin fee / account holder | $20,101 | $2,531+694.3% | $3,357+498.8% | $7,775+158.5% |