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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 | $31,112 | $55,932-44.4% | $76,735-59.5% | $67,986-54.2% |
| Participation rate | 27.8% | 50.8%-23.0pp | 69.5%-41.7pp | 57.2%-29.4pp |
| Annual return | 9.20% | 23.10%-13.9pp | 29.77%-20.6pp | 31.67%-22.5pp |
| Employer contribution / active EE | $547 | $1,487-63.2% | $2,454-77.7% | $2,019-72.9% |
| Participant deferral / active EE | $1,144 | $2,558-55.3% | $4,088-72.0% | $3,358-65.9% |
| Admin fee / account holder | $2,279 | $4,907-53.6% | $7,189-68.3% | $3,203-28.9% |