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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 | $26,422 | $58,493-54.8% | $84,023-68.6% | $72,976-63.8% |
| Participation rate | 36.4% | 61.2%-24.9pp | 69.0%-32.7pp | 69.5%-33.1pp |
| Annual return | 7.52% | 28.93%-21.4pp | 71.32%-63.8pp | 81.02%-73.5pp |
| Employer contribution / active EE | $334 | $1,163-71.3% | $1,984-83.2% | $2,440-86.3% |
| Participant deferral / active EE | $1,479 | $2,394-38.2% | $3,239-54.3% | $3,608-59.0% |
| Admin fee / account holder | $524 | $4,569-88.5% | $6,102-91.4% | $5,124-89.8% |