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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 | $33,282 | $45,082-26.2% | $69,464-52.1% | $72,975-54.4% |
| Participation rate | 62.9% | 68.5%-5.6pp | 74.6%-11.7pp | 69.5%-6.6pp |
| Annual return | -0.14% | 22.66%-22.8pp | 28.98%-29.1pp | 81.01%-81.1pp |
| Employer contribution / active EE | $480 | $2,055-76.6% | $2,779-82.7% | $2,440-80.3% |
| Participant deferral / active EE | $1,566 | $2,604-39.9% | $3,536-55.7% | $3,608-56.6% |
| Admin fee / account holder | $2,122 | $3,057-30.6% | $3,840-44.8% | $5,124-58.6% |