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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 | $27,140 | $57,140-52.5% | $85,240-68.2% | $80,959-66.5% |
| Participation rate | 21.9% | 56.4%-34.5pp | 67.5%-45.7pp | 67.7%-45.8pp |
| Annual return | 1.52% | 21.71%-20.2pp | 66.75%-65.2pp | 35.67%-34.1pp |
| Employer contribution / active EE | $524 | $1,802-70.9% | $2,735-80.9% | $2,757-81.0% |
| Participant deferral / active EE | $1,739 | $3,115-44.2% | $4,527-61.6% | $4,300-59.6% |
| Admin fee / account holder | $385 | $4,992-92.3% | $6,165-93.8% | $6,925-94.4% |