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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 | $37,440 | $57,506-34.9% | $67,221-44.3% | $79,856-53.1% |
| Participation rate | 64.4% | 74.3%-9.9pp | 79.4%-15.0pp | 69.6%-5.3pp |
| Annual return | 2.30% | 18.46%-16.2pp | 20.72%-18.4pp | 31.71%-29.4pp |
| Employer contribution / active EE | $933 | $2,961-68.5% | $3,723-74.9% | $2,471-62.2% |
| Participant deferral / active EE | $1,480 | $3,508-57.8% | $4,384-66.2% | $3,741-60.4% |
| Admin fee / account holder | $1,103 | $4,029-72.6% | $5,844-81.1% | $5,306-79.2% |