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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 | $32,163 | $37,446-14.1% | $77,552-58.5% | $79,856-59.7% |
| Participation rate | 9.5% | 41.5%-32.0pp | 54.2%-44.7pp | 69.6%-60.1pp |
| Annual return | 9.60% | 39.76%-30.2pp | 54.82%-45.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $304 | $637-52.3% | $987-69.2% | $2,471-87.7% |
| Participant deferral / active EE | $447 | $1,261-64.6% | $1,861-76.0% | $3,741-88.1% |
| Admin fee / account holder | $2,922 | $2,506+16.6% | $2,859+2.2% | $5,306-44.9% |