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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 | $38,735 | $59,804-35.2% | $81,982-52.8% | $79,856-51.5% |
| Participation rate | 45.2% | 61.6%-16.4pp | 69.3%-24.1pp | 69.6%-24.4pp |
| Annual return | 5.43% | 17.56%-12.1pp | 41.31%-35.9pp | 31.71%-26.3pp |
| Employer contribution / active EE | $645 | $1,713-62.3% | $2,498-74.2% | $2,471-73.9% |
| Participant deferral / active EE | $1,513 | $2,695-43.9% | $3,722-59.4% | $3,741-59.5% |
| Admin fee / account holder | $1,045 | $4,288-75.6% | $5,665-81.6% | $5,306-80.3% |