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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 | $30,837 | $54,757-43.7% | $90,287-65.8% | $72,986-57.7% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 4.97% | 30.63%-25.7pp | 78.10%-73.1pp | 81.01%-76.0pp |
| Employer contribution / active EE | $619 | $2,092-70.4% | $2,855-78.3% | $2,440-74.6% |
| Participant deferral / active EE | $1,386 | $2,887-52.0% | $3,885-64.3% | $3,607-61.6% |
| Admin fee / account holder | $3,430 | $3,972-13.6% | $5,351-35.9% | $5,124-33.1% |