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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 | $21,854 | $48,364-54.8% | $71,796-69.6% | $62,881-65.2% |
| Participation rate | 44.2% | 60.6%-16.4pp | 69.1%-24.9pp | 69.3%-25.1pp |
| Annual return | 4.67% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $284 | $1,042-72.7% | $1,924-85.2% | $2,281-87.5% |
| Participant deferral / active EE | $1,252 | $2,091-40.1% | $2,794-55.2% | $3,203-60.9% |
| Admin fee / account holder | $2,987 | $3,771-20.8% | $4,815-38.0% | $4,296-30.5% |