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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 | $61,338-52.5% | $149,717-80.5% | $71,495-59.3% |
| Participation rate | 37.5% | 62.5%-25.0pp | 78.8%-41.3pp | 67.9%-30.4pp |
| Annual return | 8.37% | 35.86%-27.5pp | 134.41%-126.0pp | 28.85%-20.5pp |
| Employer contribution / active EE | $578 | $2,381-75.7% | $4,820-88.0% | $2,589-77.7% |
| Participant deferral / active EE | $1,513 | $2,919-48.2% | $5,682-73.4% | $4,291-64.7% |
| Admin fee / account holder | $2,462 | $1,263+95.0% | $13,213-81.4% | $1,588+55.1% |