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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 | $32,660 | $93,064-64.9% | $74,577-56.2% | $273,972-88.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 1.01% | 26.18%-25.2pp | 20.47%-19.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $556 | $3,160-82.4% | $2,525-78.0% | $4,869-88.6% |
| Participant deferral / active EE | $1,127 | $4,160-72.9% | $3,458-67.4% | $5,287-78.7% |
| Admin fee / account holder | $3,268 | $5,273-38.0% | $4,138-21.0% | $10,133-67.8% |