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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 | $23,099 | $49,255-53.1% | $70,494-67.2% | $79,856-71.1% |
| Participation rate | 59.6% | 69.2%-9.5pp | 75.1%-15.4pp | 69.6%-10.0pp |
| Annual return | 4.78% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,018 | $2,100-51.5% | $2,738-62.8% | $2,471-58.8% |
| Participant deferral / active EE | $2,196 | $2,768-20.7% | $3,711-40.8% | $3,741-41.3% |
| Admin fee / account holder | $1,227 | $2,879-57.4% | $3,848-68.1% | $5,306-76.9% |