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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 | $33,757 | $77,638-56.5% | $156,551-78.4% | $62,881-46.3% |
| Participation rate | 42.7% | 71.2%-28.5pp | 84.0%-41.3pp | 69.3%-26.6pp |
| Annual return | 1.69% | 50.33%-48.6pp | 32.23%-30.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $772 | $3,444-77.6% | $5,501-86.0% | $2,281-66.2% |
| Participant deferral / active EE | $1,370 | $3,046-55.0% | $4,871-71.9% | $3,203-57.2% |
| Admin fee / account holder | $719 | $5,561-87.1% | $13,028-94.5% | $4,296-83.3% |