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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 | $39,531 | $71,230-44.5% | $93,727-57.8% | $80,959-51.2% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.7%-35.6pp |
| Annual return | 6.47% | 11.26%-4.8pp | 133.83%-127.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $729 | $1,565-53.4% | $2,421-69.9% | $2,757-73.5% |
| Participant deferral / active EE | $2,161 | $4,037-46.5% | $4,417-51.1% | $4,300-49.8% |
| Admin fee / account holder | $3,391 | $6,961-51.3% | $8,292-59.1% | $6,925-51.0% |