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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 | $38,754 | $41,377-6.3% | $109,313-64.5% | $62,881-38.4% |
| Participation rate | 42.4% | 57.5%-15.2pp | 71.3%-28.9pp | 69.3%-26.9pp |
| Annual return | 4.71% | 11.05%-6.3pp | 22.07%-17.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $280 | $1,276-78.1% | $3,892-92.8% | $2,281-87.7% |
| Participant deferral / active EE | $804 | $2,045-60.7% | $3,166-74.6% | $3,203-74.9% |
| Admin fee / account holder | $4,889 | $2,884+69.5% | $5,666-13.7% | $4,296+13.8% |