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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 | $24,339 | $39,132-37.8% | $57,196-57.4% | $62,881-61.3% |
| Participation rate | 64.1% | 70.5%-6.4pp | 75.3%-11.2pp | 69.3%-5.2pp |
| Annual return | 0.12% | 9.24%-9.1pp | 14.59%-14.5pp | 20.14%-20.0pp |
| Employer contribution / active EE | $503 | $1,874-73.1% | $2,683-81.2% | $2,281-77.9% |
| Participant deferral / active EE | $956 | $2,374-59.7% | $3,096-69.1% | $3,203-70.2% |
| Admin fee / account holder | $625 | $2,594-75.9% | $3,141-80.1% | $4,296-85.5% |