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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 | $25,981 | $45,041-42.3% | $63,003-58.8% | $70,131-63.0% |
| Participation rate | 49.0% | 69.5%-20.5pp | 74.8%-25.8pp | 69.5%-20.6pp |
| Annual return | 10.03% | 18.76%-8.7pp | 87.59%-77.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $453 | $2,052-77.9% | $2,760-83.6% | $2,342-80.7% |
| Participant deferral / active EE | $866 | $2,465-64.9% | $3,329-74.0% | $3,332-74.0% |
| Admin fee / account holder | $2,047 | $2,836-27.8% | $3,600-43.2% | $4,645-55.9% |