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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 | $34,689 | $59,804-42.0% | $81,982-57.7% | $79,856-56.6% |
| Participation rate | 37.8% | 61.6%-23.9pp | 69.3%-31.5pp | 69.6%-31.9pp |
| Annual return | 10.18% | 17.56%-7.4pp | 41.31%-31.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $294 | $1,713-82.9% | $2,498-88.2% | $2,471-88.1% |
| Participant deferral / active EE | $1,042 | $2,695-61.3% | $3,722-72.0% | $3,741-72.1% |
| Admin fee / account holder | $333 | $4,288-92.2% | $5,665-94.1% | $5,306-93.7% |