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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 | $29,888 | $63,904-53.2% | $89,340-66.5% | $67,986-56.0% |
| Participation rate | 37.7% | 54.3%-16.6pp | 69.6%-31.8pp | 57.2%-19.5pp |
| Annual return | 11.82% | 18.09%-6.3pp | 20.57%-8.8pp | 31.67%-19.8pp |
| Employer contribution / active EE | $925 | $1,627-43.1% | $2,231-58.5% | $2,019-54.2% |
| Participant deferral / active EE | $1,290 | $2,691-52.1% | $3,823-66.3% | $3,358-61.6% |
| Admin fee / account holder | $1,607 | $3,315-51.5% | $6,704-76.0% | $3,203-49.8% |