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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 | $34,252 | $56,544-39.4% | $75,501-54.6% | $70,126-51.2% |
| Participation rate | 66.7% | 68.1%-1.5pp | 72.4%-5.7pp | 69.5%-2.9pp |
| Annual return | 10.01% | 23.59%-13.6pp | 27.35%-17.3pp | 73.15%-63.1pp |
| Employer contribution / active EE | $502 | $1,817-72.4% | $2,352-78.7% | $2,343-78.6% |
| Participant deferral / active EE | $1,402 | $2,580-45.7% | $3,142-55.4% | $3,332-57.9% |
| Admin fee / account holder | $426 | $3,827-88.9% | $5,801-92.7% | $4,645-90.8% |