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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 | $33,350 | $48,078-30.6% | $78,676-57.6% | $62,881-47.0% |
| Participation rate | 15.5% | 65.2%-49.7pp | 73.6%-58.0pp | 69.3%-53.8pp |
| Annual return | 3.55% | 31.36%-27.8pp | 62.19%-58.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $389 | $2,015-80.7% | $2,850-86.3% | $2,281-82.9% |
| Participant deferral / active EE | $2,129 | $2,587-17.7% | $3,517-39.5% | $3,203-33.5% |
| Admin fee / account holder | $6,637 | $3,206+107.0% | $4,510+47.2% | $4,296+54.5% |