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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 | $17,080 | $56,054-69.5% | $171,082-90.0% | $62,881-72.8% |
| Participation rate | 52.6% | 62.9%-10.3pp | 76.7%-24.1pp | 69.3%-16.7pp |
| Annual return | 4.32% | 22.52%-18.2pp | 32.56%-28.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $419 | $1,731-75.8% | $4,002-89.5% | $2,281-81.6% |
| Participant deferral / active EE | $1,761 | $3,158-44.2% | $4,797-63.3% | $3,203-45.0% |
| Admin fee / account holder | $3,845 | $3,647+5.4% | $8,520-54.9% | $4,296-10.5% |