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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 | $25,672 | $56,894-54.9% | $84,753-69.7% | $62,881-59.2% |
| Participation rate | 45.7% | 68.5%-22.9pp | 76.6%-30.9pp | 69.3%-23.7pp |
| Annual return | 1.12% | 6.30%-5.2pp | 22.78%-21.7pp | 20.14%-19.0pp |
| Employer contribution / active EE | $1,363 | $2,400-43.2% | $3,574-61.9% | $2,281-40.2% |
| Participant deferral / active EE | $2,633 | $2,709-2.8% | $3,712-29.1% | $3,203-17.8% |
| Admin fee / account holder | $1,940 | $3,581-45.8% | $5,333-63.6% | $4,296-54.8% |