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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 | $57,073-43.3% | $85,126-62.0% | $80,925-60.0% |
| Participation rate | 29.7% | 56.4%-26.7pp | 67.5%-37.8pp | 67.7%-37.9pp |
| Annual return | 9.90% | 21.69%-11.8pp | 66.63%-56.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $579 | $1,801-67.8% | $2,731-78.8% | $2,756-79.0% |
| Participant deferral / active EE | $822 | $3,113-73.6% | $4,523-81.8% | $4,299-80.9% |
| Admin fee / account holder | $1,669 | $4,988-66.5% | $6,160-72.9% | $6,940-75.9% |