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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 | $37,152 | $71,230-47.8% | $93,727-60.4% | $80,959-54.1% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.7%-21.2pp |
| Annual return | 7.84% | 11.26%-3.4pp | 133.83%-126.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $667 | $1,565-57.4% | $2,421-72.5% | $2,757-75.8% |
| Participant deferral / active EE | $1,739 | $4,037-56.9% | $4,417-60.6% | $4,300-59.6% |
| Admin fee / account holder | $757 | $6,961-89.1% | $8,292-90.9% | $6,925-89.1% |