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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 | $30,279 | $63,809-52.5% | $81,353-62.8% | $80,935-62.6% |
| Participation rate | 40.6% | 63.9%-23.3pp | 69.5%-28.9pp | 67.7%-27.0pp |
| Annual return | 9.49% | 16.37%-6.9pp | 24.82%-15.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $565 | $1,981-71.5% | $2,464-77.1% | $2,757-79.5% |
| Participant deferral / active EE | $1,050 | $3,093-66.1% | $3,885-73.0% | $4,299-75.6% |
| Admin fee / account holder | $406 | $5,686-92.9% | $5,766-93.0% | $6,924-94.1% |