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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 | $20,444 | $57,590-64.5% | $86,233-76.3% | $82,448-75.2% |
| Participation rate | 34.6% | 57.9%-23.2pp | 69.0%-34.4pp | 68.1%-33.5pp |
| Annual return | 10.49% | 22.41%-11.9pp | 61.39%-50.9pp | 41.64%-31.2pp |
| Employer contribution / active EE | $568 | $1,655-65.7% | $2,504-77.3% | $2,551-77.8% |
| Participant deferral / active EE | $1,426 | $3,080-53.7% | $4,559-68.7% | $4,139-65.5% |
| Admin fee / account holder | $4,374 | $4,730-7.5% | $8,342-47.6% | $7,234-39.5% |