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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 | $34,250 | $48,364-29.2% | $71,796-52.3% | $62,881-45.5% |
| Participation rate | 57.9% | 60.6%-2.7pp | 69.1%-11.2pp | 69.3%-11.4pp |
| Annual return | 2.29% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $379 | $1,042-63.6% | $1,924-80.3% | $2,281-83.4% |
| Participant deferral / active EE | $2,893 | $2,091+38.3% | $2,794+3.5% | $3,203-9.7% |
| Admin fee / account holder | $1,308 | $3,771-65.3% | $4,815-72.8% | $4,296-69.5% |