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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 | $24,911 | $52,580-52.6% | $71,671-65.2% | $70,131-64.5% |
| Participation rate | 59.3% | 60.9%-1.6pp | 68.7%-9.5pp | 69.5%-10.3pp |
| Annual return | 9.67% | 20.25%-10.6pp | 20.65%-11.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $717 | $1,616-55.6% | $2,460-70.8% | $2,342-69.4% |
| Participant deferral / active EE | $1,589 | $2,386-33.4% | $3,438-53.8% | $3,332-52.3% |
| Admin fee / account holder | $1,017 | $3,653-72.2% | $5,558-81.7% | $4,645-78.1% |