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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 | $25,312 | $41,377-38.8% | $109,313-76.8% | $62,881-59.7% |
| Participation rate | 29.0% | 57.5%-28.5pp | 71.3%-42.2pp | 69.3%-40.3pp |
| Annual return | 1.66% | 11.05%-9.4pp | 22.07%-20.4pp | 20.14%-18.5pp |
| Employer contribution / active EE | $543 | $1,276-57.4% | $3,892-86.0% | $2,281-76.2% |
| Participant deferral / active EE | $919 | $2,045-55.1% | $3,166-71.0% | $3,203-71.3% |
| Admin fee / account holder | $4,333 | $2,884+50.3% | $5,666-23.5% | $4,296+0.9% |