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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 | $22,638 | $58,512-61.3% | $84,020-73.1% | $72,983-69.0% |
| Participation rate | 34.3% | 61.2%-26.9pp | 69.0%-34.7pp | 69.5%-35.2pp |
| Annual return | 14.03% | 28.93%-14.9pp | 71.31%-57.3pp | 81.01%-67.0pp |
| Employer contribution / active EE | $701 | $1,163-39.7% | $1,984-64.7% | $2,440-71.3% |
| Participant deferral / active EE | $1,638 | $2,394-31.6% | $3,239-49.4% | $3,608-54.6% |
| Admin fee / account holder | $1,127 | $4,569-75.3% | $6,101-81.5% | $5,124-78.0% |