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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 | $30,777 | $39,132-21.4% | $57,196-46.2% | $62,881-51.1% |
| Participation rate | 52.0% | 70.5%-18.5pp | 75.3%-23.3pp | 69.3%-17.3pp |
| Annual return | -1.33% | 9.24%-10.6pp | 14.59%-15.9pp | 20.14%-21.5pp |
| Employer contribution / active EE | $650 | $1,874-65.3% | $2,683-75.8% | $2,281-71.5% |
| Participant deferral / active EE | $2,725 | $2,374+14.8% | $3,096-12.0% | $3,203-14.9% |
| Admin fee / account holder | $1,501 | $2,594-42.1% | $3,141-52.2% | $4,296-65.1% |