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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 | $33,832 | $65,034-48.0% | $90,970-62.8% | $79,856-57.6% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 5.54% | 30.45%-24.9pp | 134.60%-129.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $284 | $1,247-77.2% | $2,122-86.6% | $2,471-88.5% |
| Participant deferral / active EE | $1,413 | $2,512-43.7% | $3,373-58.1% | $3,741-62.2% |
| Admin fee / account holder | $3,998 | $4,536-11.9% | $5,961-32.9% | $5,306-24.7% |