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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 | $19,128 | $45,087-57.6% | $69,483-72.5% | $72,976-73.8% |
| Participation rate | 61.1% | 68.5%-7.4pp | 74.6%-13.5pp | 69.5%-8.4pp |
| Annual return | 4.62% | 22.67%-18.0pp | 28.99%-24.4pp | 81.02%-76.4pp |
| Employer contribution / active EE | $905 | $2,055-56.0% | $2,780-67.4% | $2,440-62.9% |
| Participant deferral / active EE | $2,096 | $2,603-19.5% | $3,537-40.7% | $3,608-41.9% |
| Admin fee / account holder | $1,600 | $3,057-47.7% | $3,841-58.3% | $5,124-68.8% |