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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 | $20,635 | $49,255-58.1% | $70,494-70.7% | $79,856-74.2% |
| Participation rate | 43.6% | 69.2%-25.6pp | 75.1%-31.5pp | 69.6%-26.1pp |
| Annual return | 4.45% | 30.10%-25.6pp | 109.16%-104.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $511 | $2,100-75.7% | $2,738-81.4% | $2,471-79.3% |
| Participant deferral / active EE | $1,811 | $2,768-34.6% | $3,711-51.2% | $3,741-51.6% |
| Admin fee / account holder | $3,725 | $2,879+29.4% | $3,848-3.2% | $5,306-29.8% |