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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 | $32,366 | $57,140-43.4% | $85,240-62.0% | $80,959-60.0% |
| Participation rate | 29.7% | 56.4%-26.7pp | 67.5%-37.8pp | 67.7%-37.9pp |
| Annual return | 9.90% | 21.71%-11.8pp | 66.75%-56.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $579 | $1,802-67.9% | $2,735-78.8% | $2,757-79.0% |
| Participant deferral / active EE | $822 | $3,115-73.6% | $4,527-81.9% | $4,300-80.9% |
| Admin fee / account holder | $1,669 | $4,992-66.6% | $6,165-72.9% | $6,925-75.9% |