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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 | $19,577 | $49,025-60.1% | $87,502-77.6% | $62,881-68.9% |
| Participation rate | 62.1% | 64.9%-2.8pp | 73.8%-11.8pp | 69.3%-7.2pp |
| Annual return | 2.19% | 10.02%-7.8pp | 12.21%-10.0pp | 20.14%-18.0pp |
| Employer contribution / active EE | $436 | $1,372-68.2% | $2,550-82.9% | $2,281-80.9% |
| Participant deferral / active EE | $904 | $2,289-60.5% | $3,149-71.3% | $3,203-71.8% |
| Admin fee / account holder | $4,191 | $4,065+3.1% | $4,221-0.7% | $4,296-2.4% |