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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 | $24,249 | $54,763-55.7% | $90,324-73.2% | $72,976-66.8% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.3%-10.8pp | 69.5%-7.0pp |
| Annual return | 5.50% | 30.63%-25.1pp | 78.15%-72.7pp | 81.02%-75.5pp |
| Employer contribution / active EE | $390 | $2,093-81.4% | $2,856-86.3% | $2,440-84.0% |
| Participant deferral / active EE | $1,515 | $2,887-47.5% | $3,885-61.0% | $3,608-58.0% |
| Admin fee / account holder | $822 | $3,973-79.3% | $5,356-84.7% | $5,124-84.0% |