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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 | $29,996 | $65,034-53.9% | $90,970-67.0% | $79,856-62.4% |
| Participation rate | 50.5% | 61.6%-11.1pp | 69.0%-18.5pp | 69.6%-19.1pp |
| Annual return | 6.54% | 30.45%-23.9pp | 134.60%-128.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $261 | $1,247-79.1% | $2,122-87.7% | $2,471-89.5% |
| Participant deferral / active EE | $1,798 | $2,512-28.4% | $3,373-46.7% | $3,741-51.9% |
| Admin fee / account holder | $1,075 | $4,536-76.3% | $5,961-82.0% | $5,306-79.7% |