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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 | $36,264 | $77,638-53.3% | $156,551-76.8% | $62,881-42.3% |
| Participation rate | 32.3% | 71.2%-38.9pp | 84.0%-51.7pp | 69.3%-37.0pp |
| Annual return | 1.28% | 50.33%-49.0pp | 32.23%-31.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $474 | $3,444-86.2% | $5,501-91.4% | $2,281-79.2% |
| Participant deferral / active EE | $944 | $3,046-69.0% | $4,871-80.6% | $3,203-70.5% |
| Admin fee / account holder | $3,051 | $5,561-45.1% | $13,028-76.6% | $4,296-29.0% |