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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 | $28,962 | $52,306-44.6% | $69,779-58.5% | $62,881-53.9% |
| Participation rate | 13.8% | 67.2%-53.4pp | 71.8%-58.0pp | 69.3%-55.5pp |
| Annual return | 1.66% | 13.35%-11.7pp | 12.99%-11.3pp | 20.14%-18.5pp |
| Employer contribution / active EE | $307 | $1,799-82.9% | $2,338-86.9% | $2,281-86.5% |
| Participant deferral / active EE | $1,118 | $2,395-53.3% | $2,931-61.8% | $3,203-65.1% |
| Admin fee / account holder | $2,239 | $3,691-39.4% | $4,381-48.9% | $4,296-47.9% |