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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 | $32,539 | $48,364-32.7% | $71,796-54.7% | $62,881-48.3% |
| Participation rate | 45.3% | 60.6%-15.3pp | 69.1%-23.8pp | 69.3%-24.0pp |
| Annual return | 2.21% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $910 | $1,042-12.7% | $1,924-52.7% | $2,281-60.1% |
| Participant deferral / active EE | $1,525 | $2,091-27.1% | $2,794-45.4% | $3,203-52.4% |
| Admin fee / account holder | $1,634 | $3,771-56.7% | $4,815-66.1% | $4,296-62.0% |