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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 | $33,287 | $54,541-39.0% | $78,778-57.7% | $70,126-52.5% |
| Participation rate | 34.0% | 60.8%-26.8pp | 69.2%-35.2pp | 69.5%-35.6pp |
| Annual return | 5.43% | 21.07%-15.6pp | 35.62%-30.2pp | 73.15%-67.7pp |
| Employer contribution / active EE | $202 | $1,089-81.5% | $1,986-89.8% | $2,343-91.4% |
| Participant deferral / active EE | $1,277 | $2,210-42.2% | $2,958-56.8% | $3,332-61.7% |
| Admin fee / account holder | $791 | $3,709-78.7% | $5,134-84.6% | $4,645-83.0% |