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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 | $37,689 | $57,061-33.9% | $85,063-55.7% | $80,911-53.4% |
| Participation rate | 51.4% | 56.3%-5.0pp | 67.5%-16.2pp | 67.6%-16.3pp |
| Annual return | 4.21% | 21.66%-17.4pp | 66.54%-62.3pp | 35.63%-31.4pp |
| Employer contribution / active EE | $538 | $1,799-70.1% | $2,727-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $939 | $3,110-69.8% | $4,523-79.2% | $4,297-78.2% |
| Admin fee / account holder | $2,425 | $4,986-51.4% | $6,155-60.6% | $6,935-65.0% |