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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 | $38,381 | $90,486-57.6% | $78,676-51.2% | $273,972-86.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 0.22% | 75.62%-75.4pp | 62.19%-62.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $187 | $3,175-94.1% | $2,850-93.4% | $4,869-96.2% |
| Participant deferral / active EE | $975 | $3,901-75.0% | $3,517-72.3% | $5,287-81.6% |
| Admin fee / account holder | $4,213 | $5,263-20.0% | $4,510-6.6% | $10,133-58.4% |