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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 | $31,099 | $43,075-27.8% | $74,577-58.3% | $62,881-50.5% |
| Participation rate | 34.2% | 58.1%-23.8pp | 68.1%-33.9pp | 69.3%-35.1pp |
| Annual return | 2.54% | 17.50%-15.0pp | 20.47%-17.9pp | 20.14%-17.6pp |
| Employer contribution / active EE | $394 | $1,498-73.7% | $2,525-84.4% | $2,281-82.7% |
| Participant deferral / active EE | $1,519 | $2,389-36.4% | $3,458-56.1% | $3,203-52.6% |
| Admin fee / account holder | $502 | $2,840-82.3% | $4,138-87.9% | $4,296-88.3% |