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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 | $31,092 | $81,233-61.7% | $155,567-80.0% | $80,874-61.6% |
| Participation rate | 49.4% | 66.2%-16.9pp | 78.2%-28.8pp | 67.6%-18.3pp |
| Annual return | 9.62% | 33.33%-23.7pp | 64.74%-55.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $590 | $3,101-81.0% | $4,674-87.4% | $2,756-78.6% |
| Participant deferral / active EE | $2,293 | $3,452-33.6% | $5,628-59.3% | $4,297-46.6% |
| Admin fee / account holder | $850 | $7,998-89.4% | $15,916-94.7% | $6,935-87.7% |