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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 | $31,473 | $67,602-53.4% | $82,312-61.8% | $70,126-55.1% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-11.0pp |
| Annual return | 9.39% | 21.57%-12.2pp | 25.88%-16.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $655 | $1,755-62.7% | $2,428-73.0% | $2,343-72.0% |
| Participant deferral / active EE | $1,850 | $2,987-38.1% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $1,679 | $4,512-62.8% | $5,608-70.1% | $4,645-63.9% |