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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 | $32,060 | $49,025-34.6% | $87,502-63.4% | $62,881-49.0% |
| Participation rate | 29.6% | 64.9%-35.2pp | 73.8%-44.2pp | 69.3%-39.7pp |
| Annual return | 0.48% | 10.02%-9.5pp | 12.21%-11.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $813 | $1,372-40.7% | $2,550-68.1% | $2,281-64.4% |
| Participant deferral / active EE | $1,297 | $2,289-43.4% | $3,149-58.8% | $3,203-59.5% |
| Admin fee / account holder | $5,359 | $4,065+31.8% | $4,221+27.0% | $4,296+24.7% |