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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 | $31,442 | $91,179-65.5% | $178,499-82.4% | $79,852-60.6% |
| Participation rate | 29.8% | 69.2%-39.4pp | 81.9%-52.1pp | 69.6%-39.9pp |
| Annual return | 1.54% | 24.19%-22.7pp | 151.10%-149.6pp | 31.72%-30.2pp |
| Employer contribution / active EE | $509 | $3,256-84.4% | $5,011-89.9% | $2,471-79.4% |
| Participant deferral / active EE | $1,076 | $3,236-66.7% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $368 | $6,749-94.5% | $13,986-97.4% | $5,306-93.1% |