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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 | $28,698 | $49,025-41.5% | $87,502-67.2% | $62,881-54.4% |
| Participation rate | 40.6% | 64.9%-24.3pp | 73.8%-33.2pp | 69.3%-28.7pp |
| Annual return | 4.11% | 10.02%-5.9pp | 12.21%-8.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $467 | $1,372-65.9% | $2,550-81.7% | $2,281-79.5% |
| Participant deferral / active EE | $1,682 | $2,289-26.5% | $3,149-46.6% | $3,203-47.5% |
| Admin fee / account holder | $726 | $4,065-82.1% | $4,221-82.8% | $4,296-83.1% |