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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 | $33,599 | $41,377-18.8% | $109,313-69.3% | $62,881-46.6% |
| Participation rate | 32.1% | 57.5%-25.5pp | 71.3%-39.2pp | 69.3%-37.2pp |
| Annual return | -1.15% | 11.05%-12.2pp | 22.07%-23.2pp | 20.14%-21.3pp |
| Employer contribution / active EE | $287 | $1,276-77.5% | $3,892-92.6% | $2,281-87.4% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $374 | $2,884-87.0% | $5,666-93.4% | $4,296-91.3% |