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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 | $39,264 | $39,132+0.3% | $57,196-31.4% | $62,881-37.6% |
| Participation rate | 52.1% | 70.5%-18.4pp | 75.3%-23.2pp | 69.3%-17.2pp |
| Annual return | 0.93% | 9.24%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $451 | $1,874-75.9% | $2,683-83.2% | $2,281-80.2% |
| Participant deferral / active EE | $1,462 | $2,374-38.4% | $3,096-52.8% | $3,203-54.4% |
| Admin fee / account holder | $329 | $2,594-87.3% | $3,141-89.5% | $4,296-92.4% |