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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 | $19,406 | $59,839-67.6% | $81,991-76.3% | $79,852-75.7% |
| Participation rate | 58.5% | 61.6%-3.1pp | 69.3%-10.7pp | 69.6%-11.1pp |
| Annual return | 8.85% | 17.56%-8.7pp | 41.31%-32.5pp | 31.72%-22.9pp |
| Employer contribution / active EE | $366 | $1,713-78.6% | $2,498-85.3% | $2,471-85.2% |
| Participant deferral / active EE | $2,087 | $2,695-22.6% | $3,722-43.9% | $3,740-44.2% |
| Admin fee / account holder | $2,782 | $4,287-35.1% | $5,665-50.9% | $5,306-47.6% |