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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 | $24,763 | $45,082-45.1% | $69,464-64.4% | $72,975-66.1% |
| Participation rate | 34.1% | 68.5%-34.4pp | 74.6%-40.5pp | 69.5%-35.4pp |
| Annual return | 4.31% | 22.66%-18.3pp | 28.98%-24.7pp | 81.01%-76.7pp |
| Employer contribution / active EE | $980 | $2,055-52.3% | $2,779-64.7% | $2,440-59.8% |
| Participant deferral / active EE | $980 | $2,604-62.4% | $3,536-72.3% | $3,608-72.8% |
| Admin fee / account holder | $2,883 | $3,057-5.7% | $3,840-24.9% | $5,124-43.7% |