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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 | $22,496 | $54,541-58.8% | $78,778-71.4% | $70,126-67.9% |
| Participation rate | 32.1% | 60.8%-28.7pp | 69.2%-37.0pp | 69.5%-37.4pp |
| Annual return | 5.95% | 21.07%-15.1pp | 35.62%-29.7pp | 73.15%-67.2pp |
| Employer contribution / active EE | $509 | $1,089-53.3% | $1,986-74.4% | $2,343-78.3% |
| Participant deferral / active EE | $1,968 | $2,210-11.0% | $2,958-33.5% | $3,332-40.9% |
| Admin fee / account holder | $11,664 | $3,709+214.5% | $5,134+127.2% | $4,645+151.1% |