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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 | $39,048 | $57,119-31.6% | $85,187-54.2% | $80,935-51.8% |
| Participation rate | 17.5% | 56.4%-38.9pp | 67.5%-50.0pp | 67.7%-50.2pp |
| Annual return | 10.53% | 21.70%-11.2pp | 66.67%-56.1pp | 35.66%-25.1pp |
| Employer contribution / active EE | $312 | $1,802-82.7% | $2,732-88.6% | $2,757-88.7% |
| Participant deferral / active EE | $1,469 | $3,115-52.8% | $4,525-67.5% | $4,299-65.8% |
| Admin fee / account holder | $569 | $4,990-88.6% | $6,162-90.8% | $6,924-91.8% |