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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 | $36,033 | $57,119-36.9% | $85,187-57.7% | $80,935-55.5% |
| Participation rate | 28.2% | 56.4%-28.2pp | 67.5%-39.3pp | 67.7%-39.5pp |
| Annual return | 10.49% | 21.70%-11.2pp | 66.67%-56.2pp | 35.66%-25.2pp |
| Employer contribution / active EE | $684 | $1,802-62.0% | $2,732-75.0% | $2,757-75.2% |
| Participant deferral / active EE | $1,466 | $3,115-52.9% | $4,525-67.6% | $4,299-65.9% |
| Admin fee / account holder | $1,008 | $4,990-79.8% | $6,162-83.6% | $6,924-85.4% |