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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 | $18,846 | $56,054-66.4% | $171,082-89.0% | $62,881-70.0% |
| Participation rate | 53.6% | 62.9%-9.3pp | 76.7%-23.1pp | 69.3%-15.7pp |
| Annual return | 3.86% | 22.52%-18.7pp | 32.56%-28.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,097 | $1,731-36.6% | $4,002-72.6% | $2,281-51.9% |
| Participant deferral / active EE | $2,296 | $3,158-27.3% | $4,797-52.1% | $3,203-28.3% |
| Admin fee / account holder | $2,248 | $3,647-38.4% | $8,520-73.6% | $4,296-47.7% |