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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 | $28,085 | $48,364-41.9% | $71,796-60.9% | $62,881-55.3% |
| Participation rate | 42.1% | 60.6%-18.5pp | 69.1%-27.0pp | 69.3%-27.2pp |
| Annual return | 3.50% | 13.16%-9.7pp | 78.04%-74.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $192 | $1,042-81.6% | $1,924-90.0% | $2,281-91.6% |
| Participant deferral / active EE | $998 | $2,091-52.3% | $2,794-64.3% | $3,203-68.8% |
| Admin fee / account holder | $1,105 | $3,771-70.7% | $4,815-77.1% | $4,296-74.3% |