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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 | $18,879 | $46,877-59.7% | $122,354-84.6% | $70,126-73.1% |
| Participation rate | 40.7% | 58.2%-17.5pp | 71.6%-31.0pp | 69.5%-28.9pp |
| Annual return | 9.13% | 24.22%-15.1pp | 30.28%-21.1pp | 73.15%-64.0pp |
| Employer contribution / active EE | $674 | $1,288-47.7% | $4,051-83.4% | $2,343-71.2% |
| Participant deferral / active EE | $2,406 | $2,167+11.0% | $3,287-26.8% | $3,332-27.8% |
| Admin fee / account holder | $6,036 | $3,324+81.6% | $5,479+10.2% | $4,645+29.9% |