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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 | $29,676 | $59,839-50.4% | $81,991-63.8% | $79,852-62.8% |
| Participation rate | 38.6% | 61.6%-23.0pp | 69.3%-30.6pp | 69.6%-31.0pp |
| Annual return | 7.68% | 17.56%-9.9pp | 41.31%-33.6pp | 31.72%-24.0pp |
| Employer contribution / active EE | $885 | $1,713-48.3% | $2,498-64.6% | $2,471-64.2% |
| Participant deferral / active EE | $2,194 | $2,695-18.6% | $3,722-41.1% | $3,740-41.4% |
| Admin fee / account holder | $13,343 | $4,287+211.2% | $5,665+135.5% | $5,306+151.5% |