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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 | $28,606 | $70,486-59.4% | $100,528-71.5% | $79,852-64.2% |
| Participation rate | 52.6% | 73.6%-21.0pp | 79.4%-26.8pp | 69.6%-17.0pp |
| Annual return | 10.83% | 21.90%-11.1pp | 30.90%-20.1pp | 31.72%-20.9pp |
| Employer contribution / active EE | $598 | $2,165-72.4% | $3,419-82.5% | $2,471-75.8% |
| Participant deferral / active EE | $2,420 | $5,182-53.3% | $6,271-61.4% | $3,740-35.3% |
| Admin fee / account holder | $1,933 | $4,480-56.8% | $8,084-76.1% | $5,306-63.6% |