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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 | $36,340 | $77,638-53.2% | $156,551-76.8% | $62,881-42.2% |
| Participation rate | 31.6% | 71.2%-39.6pp | 84.0%-52.4pp | 69.3%-37.7pp |
| Annual return | 4.28% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $393 | $3,444-88.6% | $5,501-92.9% | $2,281-82.8% |
| Participant deferral / active EE | $1,482 | $3,046-51.4% | $4,871-69.6% | $3,203-53.7% |
| Admin fee / account holder | $995 | $5,561-82.1% | $13,028-92.4% | $4,296-76.8% |