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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 | $22,028 | $81,487-73.0% | $102,412-78.5% | $80,935-72.8% |
| Participation rate | 37.9% | 66.8%-28.9pp | 74.5%-36.6pp | 67.7%-29.7pp |
| Annual return | 10.04% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $871 | $3,103-71.9% | $3,870-77.5% | $2,757-68.4% |
| Participant deferral / active EE | $2,071 | $3,871-46.5% | $5,060-59.1% | $4,299-51.8% |
| Admin fee / account holder | $424 | $6,717-93.7% | $8,388-94.9% | $6,924-93.9% |