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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 | $25,983 | $76,551-66.1% | $123,894-79.0% | $62,881-58.7% |
| Participation rate | 48.5% | 73.0%-24.5pp | 81.4%-32.9pp | 69.3%-20.8pp |
| Annual return | 5.20% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $465 | $2,882-83.9% | $4,617-89.9% | $2,281-79.6% |
| Participant deferral / active EE | $3,105 | $4,840-35.9% | $5,984-48.1% | $3,203-3.1% |
| Admin fee / account holder | $2,155 | $4,826-55.3% | $8,357-74.2% | $4,296-49.8% |