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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 | $23,869 | $54,541-56.2% | $78,778-69.7% | $70,126-66.0% |
| Participation rate | 29.2% | 60.8%-31.6pp | 69.2%-40.0pp | 69.5%-40.4pp |
| Annual return | 4.66% | 21.07%-16.4pp | 35.62%-31.0pp | 73.15%-68.5pp |
| Employer contribution / active EE | $243 | $1,089-77.7% | $1,986-87.8% | $2,343-89.6% |
| Participant deferral / active EE | $1,091 | $2,210-50.6% | $2,958-63.1% | $3,332-67.2% |
| Admin fee / account holder | $2,054 | $3,709-44.6% | $5,134-60.0% | $4,645-55.8% |