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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 | $36,859 | $59,839-38.4% | $81,988-55.0% | $79,858-53.8% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.3%-20.7pp | 69.6%-21.1pp |
| Annual return | 4.12% | 17.56%-13.4pp | 41.31%-37.2pp | 31.72%-27.6pp |
| Employer contribution / active EE | $345 | $1,713-79.9% | $2,498-86.2% | $2,471-86.0% |
| Participant deferral / active EE | $1,397 | $2,695-48.2% | $3,722-62.5% | $3,740-62.7% |
| Admin fee / account holder | $445 | $4,287-89.6% | $5,665-92.1% | $5,306-91.6% |