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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 | $20,257 | $48,078-57.9% | $78,676-74.3% | $62,881-67.8% |
| Participation rate | 35.1% | 65.2%-30.1pp | 73.6%-38.5pp | 69.3%-34.2pp |
| Annual return | -0.73% | 31.36%-32.1pp | 62.19%-62.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $865 | $2,015-57.1% | $2,850-69.7% | $2,281-62.1% |
| Participant deferral / active EE | $1,057 | $2,587-59.1% | $3,517-69.9% | $3,203-67.0% |
| Admin fee / account holder | $1,401 | $3,206-56.3% | $4,510-68.9% | $4,296-67.4% |