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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 | $19,059 | $99,345-80.8% | $84,753-77.5% | $273,972-93.0% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 2.10% | 22.93%-20.8pp | 22.78%-20.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,126 | $4,214-73.3% | $3,574-68.5% | $4,869-76.9% |
| Participant deferral / active EE | $2,191 | $4,270-48.7% | $3,712-41.0% | $5,287-58.6% |
| Admin fee / account holder | $4,810 | $6,645-27.6% | $5,333-9.8% | $10,133-52.5% |