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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 | $15,331 | $45,079-66.0% | $69,461-77.9% | $72,983-79.0% |
| Participation rate | 37.1% | 68.5%-31.4pp | 74.6%-37.5pp | 69.5%-32.4pp |
| Annual return | 2.36% | 22.65%-20.3pp | 28.97%-26.6pp | 81.01%-78.7pp |
| Employer contribution / active EE | $810 | $2,055-60.6% | $2,779-70.8% | $2,440-66.8% |
| Participant deferral / active EE | $983 | $2,603-62.2% | $3,536-72.2% | $3,608-72.8% |
| Admin fee / account holder | $1,225 | $3,056-59.9% | $3,840-68.1% | $5,124-76.1% |