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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 | $23,902 | $58,057-58.8% | $97,032-75.4% | $86,983-72.5% |
| Participation rate | 54.5% | 60.4%-5.8pp | 71.6%-17.0pp | 69.5%-15.0pp |
| Annual return | 12.55% | 22.26%-9.7pp | 35.38%-22.8pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,066 | $1,663-35.9% | $2,629-59.4% | $2,584-58.7% |
| Participant deferral / active EE | $1,349 | $3,244-58.4% | $4,672-71.1% | $4,194-67.8% |
| Admin fee / account holder | $2,715 | $4,839-43.9% | $9,418-71.2% | $7,856-65.4% |