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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 | $34,866 | $76,407-54.4% | $150,298-76.8% | $82,448-57.7% |
| Participation rate | 34.5% | 66.4%-31.9pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 7.51% | 39.99%-32.5pp | 62.79%-55.3pp | 41.64%-34.1pp |
| Employer contribution / active EE | $485 | $2,614-81.4% | $4,154-88.3% | $2,551-81.0% |
| Participant deferral / active EE | $1,087 | $3,214-66.2% | $5,453-80.1% | $4,139-73.7% |
| Admin fee / account holder | $5,306 | $6,352-16.5% | $14,116-62.4% | $7,234-26.7% |