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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 | $24,784 | $57,119-56.6% | $85,187-70.9% | $80,935-69.4% |
| Participation rate | 35.1% | 56.4%-21.3pp | 67.5%-32.4pp | 67.7%-32.5pp |
| Annual return | 8.89% | 21.70%-12.8pp | 66.67%-57.8pp | 35.66%-26.8pp |
| Employer contribution / active EE | $416 | $1,802-76.9% | $2,732-84.8% | $2,757-84.9% |
| Participant deferral / active EE | $4,860 | $3,115+56.0% | $4,525+7.4% | $4,299+13.0% |
| Admin fee / account holder | $7,792 | $4,990+56.1% | $6,162+26.5% | $6,924+12.5% |