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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 | $28,634 | $62,672-54.3% | $185,117-84.5% | $70,126-59.2% |
| Participation rate | 46.7% | 63.8%-17.1pp | 77.3%-30.6pp | 69.5%-22.9pp |
| Annual return | 11.85% | 40.79%-28.9pp | 40.50%-28.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $583 | $1,753-66.7% | $4,182-86.1% | $2,343-75.1% |
| Participant deferral / active EE | $1,447 | $3,272-55.8% | $5,045-71.3% | $3,332-56.6% |
| Admin fee / account holder | $410 | $3,932-89.6% | $8,159-95.0% | $4,645-91.2% |