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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 | $31,493 | $37,446-15.9% | $77,552-59.4% | $79,856-60.6% |
| Participation rate | 38.9% | 41.5%-2.6pp | 54.2%-15.3pp | 69.6%-30.8pp |
| Annual return | 8.11% | 39.76%-31.7pp | 54.82%-46.7pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,008 | $637+58.2% | $987+2.1% | $2,471-59.2% |
| Participant deferral / active EE | $1,625 | $1,261+28.9% | $1,861-12.7% | $3,741-56.6% |
| Admin fee / account holder | $13,475 | $2,506+437.7% | $2,859+371.3% | $5,306+153.9% |