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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 | $23,185 | $56,894-59.2% | $84,753-72.6% | $62,881-63.1% |
| Participation rate | 42.0% | 68.5%-26.5pp | 76.6%-34.6pp | 69.3%-27.3pp |
| Annual return | 2.43% | 6.30%-3.9pp | 22.78%-20.4pp | 20.14%-17.7pp |
| Employer contribution / active EE | $692 | $2,400-71.1% | $3,574-80.6% | $2,281-69.6% |
| Participant deferral / active EE | $1,307 | $2,709-51.8% | $3,712-64.8% | $3,203-59.2% |
| Admin fee / account holder | $865 | $3,581-75.8% | $5,333-83.8% | $4,296-79.9% |