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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 | $27,637 | $76,834-64.0% | $108,359-74.5% | $87,485-68.4% |
| Participation rate | 36.0% | 61.7%-25.7pp | 70.1%-34.1pp | 68.9%-32.9pp |
| Annual return | 10.28% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.8pp |
| Employer contribution / active EE | $345 | $1,556-77.8% | $2,399-85.6% | $2,596-86.7% |
| Participant deferral / active EE | $1,743 | $3,100-43.8% | $4,137-57.9% | $4,274-59.2% |
| Admin fee / account holder | $5,211 | $6,537-20.3% | $9,741-46.5% | $7,775-33.0% |