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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 | $29,378 | $49,249-40.3% | $70,476-58.3% | $79,852-63.2% |
| Participation rate | 24.0% | 69.2%-45.2pp | 75.1%-51.1pp | 69.6%-45.6pp |
| Annual return | 3.33% | 30.09%-26.8pp | 109.12%-105.8pp | 31.72%-28.4pp |
| Employer contribution / active EE | $386 | $2,100-81.6% | $2,738-85.9% | $2,471-84.4% |
| Participant deferral / active EE | $1,237 | $2,769-55.3% | $3,710-66.7% | $3,740-66.9% |
| Admin fee / account holder | $2,435 | $2,878-15.4% | $3,847-36.7% | $5,306-54.1% |