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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 | $34,961 | $49,255-29.0% | $70,494-50.4% | $79,856-56.2% |
| Participation rate | 28.1% | 69.2%-41.1pp | 75.1%-47.0pp | 69.6%-41.6pp |
| Annual return | 5.46% | 30.10%-24.6pp | 109.16%-103.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $477 | $2,100-77.3% | $2,738-82.6% | $2,471-80.7% |
| Participant deferral / active EE | $992 | $2,768-64.1% | $3,711-73.3% | $3,741-73.5% |
| Admin fee / account holder | $1,796 | $2,879-37.6% | $3,848-53.3% | $5,306-66.2% |