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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 | $31,846 | $58,828-45.9% | $78,002-59.2% | $62,881-49.4% |
| Participation rate | 43.3% | 71.1%-27.7pp | 75.5%-32.2pp | 69.3%-26.0pp |
| Annual return | 2.23% | 17.16%-14.9pp | 425.99%-423.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $934 | $1,672-44.1% | $2,470-62.2% | $2,281-59.0% |
| Participant deferral / active EE | $3,048 | $2,686+13.5% | $3,497-12.8% | $3,203-4.8% |
| Admin fee / account holder | $1,475 | $4,393-66.4% | $5,481-73.1% | $4,296-65.7% |