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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 | $33,073 | $65,685-49.6% | $57,183-42.2% | $273,970-87.9% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.3%-37.2pp | 83.0%-44.9pp |
| Annual return | 1.01% | 21.99%-21.0pp | 14.59%-13.6pp | 41.46%-40.4pp |
| Employer contribution / active EE | $463 | $3,279-85.9% | $2,682-82.7% | $4,869-90.5% |
| Participant deferral / active EE | $944 | $3,781-75.0% | $3,096-69.5% | $5,287-82.1% |
| Admin fee / account holder | $2,818 | $4,835-41.7% | $3,139-10.2% | $10,132-72.2% |