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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 | $34,055 | $36,948-7.8% | $73,658-53.8% | $87,485-61.1% |
| Participation rate | 32.1% | 46.8%-14.8pp | 57.0%-25.0pp | 68.9%-36.9pp |
| Annual return | 12.16% | 28.64%-16.5pp | 29.72%-17.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $129 | $670-80.7% | $1,032-87.5% | $2,596-95.0% |
| Participant deferral / active EE | $752 | $1,379-45.4% | $2,062-63.5% | $4,274-82.4% |
| Admin fee / account holder | $765 | $2,531-69.8% | $3,357-77.2% | $7,775-90.2% |