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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 | $25,526 | $73,787-65.4% | $98,716-74.1% | $82,448-69.0% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.3%-10.8pp | 68.1%-9.5pp |
| Annual return | 11.89% | 18.57%-6.7pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $804 | $1,511-46.8% | $2,279-64.7% | $2,551-68.5% |
| Participant deferral / active EE | $1,830 | $3,081-40.6% | $4,048-54.8% | $4,139-55.8% |
| Admin fee / account holder | $2,764 | $6,500-57.5% | $8,703-68.2% | $7,234-61.8% |