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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 | $26,021 | $54,541-52.3% | $78,778-67.0% | $70,126-62.9% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 6.39% | 21.07%-14.7pp | 35.62%-29.2pp | 73.15%-66.8pp |
| Employer contribution / active EE | $853 | $1,089-21.6% | $1,986-57.0% | $2,343-63.6% |
| Participant deferral / active EE | $2,662 | $2,210+20.4% | $2,958-10.0% | $3,332-20.1% |
| Admin fee / account holder | $1,330 | $3,709-64.1% | $5,134-74.1% | $4,645-71.4% |