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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 | $36,801 | $57,140-35.6% | $85,240-56.8% | $80,959-54.5% |
| Participation rate | 23.1% | 56.4%-33.3pp | 67.5%-44.5pp | 67.7%-44.6pp |
| Annual return | 8.25% | 21.71%-13.5pp | 66.75%-58.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $306 | $1,802-83.0% | $2,735-88.8% | $2,757-88.9% |
| Participant deferral / active EE | $1,255 | $3,115-59.7% | $4,527-72.3% | $4,300-70.8% |
| Admin fee / account holder | $1,495 | $4,992-70.1% | $6,165-75.8% | $6,925-78.4% |