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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 | $30,625 | $71,197-57.0% | $93,669-67.3% | $80,925-62.2% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 9.62% | 11.27%-1.6pp | 133.59%-124.0pp | 35.65%-26.0pp |
| Employer contribution / active EE | $741 | $1,565-52.6% | $2,424-69.4% | $2,756-73.1% |
| Participant deferral / active EE | $1,713 | $4,036-57.6% | $4,416-61.2% | $4,299-60.2% |
| Admin fee / account holder | $1,817 | $6,959-73.9% | $8,291-78.1% | $6,940-73.8% |