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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 | $29,124 | $61,391-52.6% | $149,723-80.5% | $71,529-59.3% |
| Participation rate | 37.5% | 62.5%-25.0pp | 78.8%-41.3pp | 67.9%-30.4pp |
| Annual return | 8.37% | 35.88%-27.5pp | 134.50%-126.1pp | 28.97%-20.6pp |
| Employer contribution / active EE | $578 | $2,384-75.8% | $4,821-88.0% | $2,590-77.7% |
| Participant deferral / active EE | $1,513 | $2,921-48.2% | $5,682-73.4% | $4,291-64.8% |
| Admin fee / account holder | $2,462 | $1,264+94.7% | $13,215-81.4% | $1,588+55.0% |