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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 | $25,782 | $56,894-54.7% | $84,753-69.6% | $62,881-59.0% |
| Participation rate | 59.5% | 68.5%-9.1pp | 76.6%-17.1pp | 69.3%-9.8pp |
| Annual return | 3.15% | 6.30%-3.2pp | 22.78%-19.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $988 | $2,400-58.8% | $3,574-72.4% | $2,281-56.7% |
| Participant deferral / active EE | $1,400 | $2,709-48.3% | $3,712-62.3% | $3,203-56.3% |
| Admin fee / account holder | $5,166 | $3,581+44.3% | $5,333-3.1% | $4,296+20.3% |