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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 | $31,375 | $45,050-30.4% | $63,018-50.2% | $70,126-55.3% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 10.87% | 18.76%-7.9pp | 87.62%-76.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $680 | $2,052-66.9% | $2,761-75.4% | $2,343-71.0% |
| Participant deferral / active EE | $1,579 | $2,466-36.0% | $3,330-52.6% | $3,332-52.6% |
| Admin fee / account holder | $579 | $2,834-79.6% | $3,601-83.9% | $4,645-87.5% |