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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 | $38,316 | $48,078-20.3% | $78,676-51.3% | $62,881-39.1% |
| Participation rate | 34.9% | 65.2%-30.3pp | 73.6%-38.7pp | 69.3%-34.4pp |
| Annual return | 3.82% | 31.36%-27.5pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $672 | $2,015-66.6% | $2,850-76.4% | $2,281-70.5% |
| Participant deferral / active EE | $2,146 | $2,587-17.0% | $3,517-39.0% | $3,203-33.0% |
| Admin fee / account holder | $801 | $3,206-75.0% | $4,510-82.2% | $4,296-81.4% |