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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 | $21,843 | $41,377-47.2% | $109,313-80.0% | $62,881-65.3% |
| Participation rate | 42.9% | 57.5%-14.7pp | 71.3%-28.4pp | 69.3%-26.4pp |
| Annual return | 3.56% | 11.05%-7.5pp | 22.07%-18.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,568 | $1,276+22.9% | $3,892-59.7% | $2,281-31.3% |
| Participant deferral / active EE | $2,693 | $2,045+31.7% | $3,166-15.0% | $3,203-15.9% |
| Admin fee / account holder | $8,864 | $2,884+207.4% | $5,666+56.4% | $4,296+106.3% |