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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 | $23,629 | $35,183-32.8% | $73,550-67.9% | $70,126-66.3% |
| Participation rate | 40.0% | 42.9%-2.9pp | 54.9%-14.9pp | 69.5%-29.5pp |
| Annual return | 12.58% | 26.90%-14.3pp | -15.16%+27.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $465 | $709-34.3% | $1,219-61.8% | $2,343-80.1% |
| Participant deferral / active EE | $502 | $1,220-58.9% | $1,804-72.2% | $3,332-84.9% |
| Admin fee / account holder | $2,215 | $2,302-3.8% | $2,320-4.5% | $4,645-52.3% |