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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 | $30,486 | $41,377-26.3% | $109,313-72.1% | $62,881-51.5% |
| Participation rate | 54.1% | 57.5%-3.5pp | 71.3%-17.2pp | 69.3%-15.3pp |
| Annual return | 2.82% | 11.05%-8.2pp | 22.07%-19.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $657 | $1,276-48.5% | $3,892-83.1% | $2,281-71.2% |
| Participant deferral / active EE | $908 | $2,045-55.6% | $3,166-71.3% | $3,203-71.7% |
| Admin fee / account holder | $1,039 | $2,884-64.0% | $5,666-81.7% | $4,296-75.8% |