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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 | $36,879 | $52,682-30.0% | $78,004-52.7% | $64,097-42.5% |
| Participation rate | 15.9% | 47.7%-31.8pp | 69.4%-53.6pp | 55.2%-39.3pp |
| Annual return | 12.51% | 22.45%-9.9pp | 31.07%-18.6pp | 34.64%-22.1pp |
| Employer contribution / active EE | $335 | $1,323-74.7% | $2,469-86.4% | $1,891-82.3% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $4,092-100.0% | $3,080-100.0% |
| Admin fee / account holder | $375 | $5,420-93.1% | $7,578-95.0% | $3,454-89.1% |