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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 | $29,486 | $41,377-28.7% | $109,313-73.0% | $62,881-53.1% |
| Participation rate | 17.1% | 57.5%-40.4pp | 71.3%-54.1pp | 69.3%-52.2pp |
| Annual return | -0.69% | 11.05%-11.7pp | 22.07%-22.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $410 | $1,276-67.9% | $3,892-89.5% | $2,281-82.0% |
| Participant deferral / active EE | $833 | $2,045-59.3% | $3,166-73.7% | $3,203-74.0% |
| Admin fee / account holder | $482 | $2,884-83.3% | $5,666-91.5% | $4,296-88.8% |