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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 | $31,643 | $47,947-34.0% | $67,836-53.4% | $62,881-49.7% |
| Participation rate | 42.9% | 61.1%-18.2pp | 68.8%-25.9pp | 69.3%-26.4pp |
| Annual return | 0.74% | 11.77%-11.0pp | 138.49%-137.7pp | 20.14%-19.4pp |
| Employer contribution / active EE | $864 | $1,563-44.7% | $2,404-64.1% | $2,281-62.1% |
| Participant deferral / active EE | $1,225 | $2,247-45.5% | $3,160-61.2% | $3,203-61.7% |
| Admin fee / account holder | $805 | $3,707-78.3% | $4,621-82.6% | $4,296-81.3% |