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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 | $35,714 | $67,602-47.2% | $82,312-56.6% | $70,126-49.1% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 0.40% | 21.57%-21.2pp | 25.88%-25.5pp | 73.15%-72.7pp |
| Employer contribution / active EE | $884 | $1,755-49.6% | $2,428-63.6% | $2,343-62.3% |
| Participant deferral / active EE | $2,854 | $2,987-4.5% | $3,706-23.0% | $3,332-14.3% |
| Admin fee / account holder | $2,498 | $4,512-44.6% | $5,608-55.5% | $4,645-46.2% |