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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 | $30,404 | $93,064-67.3% | $74,577-59.2% | $273,972-88.9% |
| Participation rate | 31.8% | 74.9%-43.1pp | 68.1%-36.3pp | 83.0%-51.2pp |
| Annual return | -2.34% | 26.18%-28.5pp | 20.47%-22.8pp | 41.46%-43.8pp |
| Employer contribution / active EE | $83 | $3,160-97.4% | $2,525-96.7% | $4,869-98.3% |
| Participant deferral / active EE | $1,282 | $4,160-69.2% | $3,458-62.9% | $5,287-75.8% |
| Admin fee / account holder | $3,861 | $5,273-26.8% | $4,138-6.7% | $10,133-61.9% |