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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 | $30,867 | $48,364-36.2% | $71,796-57.0% | $62,881-50.9% |
| Participation rate | 34.6% | 60.6%-26.0pp | 69.1%-34.5pp | 69.3%-34.7pp |
| Annual return | 3.06% | 13.16%-10.1pp | 78.04%-75.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $203 | $1,042-80.5% | $1,924-89.5% | $2,281-91.1% |
| Participant deferral / active EE | $1,276 | $2,091-39.0% | $2,794-54.3% | $3,203-60.2% |
| Admin fee / account holder | $4,004 | $3,771+6.2% | $4,815-16.8% | $4,296-6.8% |