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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 | $21,799 | $55,889-61.0% | $76,119-71.4% | $80,935-73.1% |
| Participation rate | 38.9% | 62.1%-23.2pp | 69.1%-30.2pp | 67.7%-28.8pp |
| Annual return | 4.57% | 20.58%-16.0pp | 361.25%-356.7pp | 35.66%-31.1pp |
| Employer contribution / active EE | $895 | $1,866-52.0% | $2,693-66.8% | $2,757-67.5% |
| Participant deferral / active EE | $1,842 | $3,051-39.6% | $4,259-56.8% | $4,299-57.2% |
| Admin fee / account holder | $3,001 | $5,241-42.7% | $6,421-53.3% | $6,924-56.7% |