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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 | $32,252 | $41,377-22.1% | $109,313-70.5% | $62,881-48.7% |
| Participation rate | 28.1% | 57.5%-29.4pp | 71.3%-43.1pp | 69.3%-41.2pp |
| Annual return | -1.67% | 11.05%-12.7pp | 22.07%-23.7pp | 20.14%-21.8pp |
| Employer contribution / active EE | $434 | $1,276-66.0% | $3,892-88.8% | $2,281-81.0% |
| Participant deferral / active EE | $869 | $2,045-57.5% | $3,166-72.6% | $3,203-72.9% |
| Admin fee / account holder | $1,554 | $2,884-46.1% | $5,666-72.6% | $4,296-63.8% |