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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 | $23,397 | $41,377-43.5% | $109,313-78.6% | $62,881-62.8% |
| Participation rate | 46.2% | 57.5%-11.4pp | 71.3%-25.1pp | 69.3%-23.2pp |
| Annual return | 1.57% | 11.05%-9.5pp | 22.07%-20.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $545 | $1,276-57.3% | $3,892-86.0% | $2,281-76.1% |
| Participant deferral / active EE | $1,528 | $2,045-25.3% | $3,166-51.8% | $3,203-52.3% |
| Admin fee / account holder | $5,056 | $2,884+75.3% | $5,666-10.8% | $4,296+17.7% |