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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 | $26,291 | $60,349-56.4% | $74,184-64.6% | $62,881-58.2% |
| Participation rate | 46.6% | 72.7%-26.2pp | 76.6%-30.1pp | 69.3%-22.8pp |
| Annual return | 4.58% | 21.38%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $967 | $1,680-42.5% | $2,370-59.2% | $2,281-57.6% |
| Participant deferral / active EE | $1,367 | $2,856-52.2% | $3,550-61.5% | $3,203-57.3% |
| Admin fee / account holder | $1,081 | $4,261-74.6% | $5,586-80.6% | $4,296-74.8% |