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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 | $57,073-52.4% | $85,126-68.1% | $80,925-66.5% |
| Participation rate | 21.9% | 56.4%-34.5pp | 67.5%-45.6pp | 67.7%-45.8pp |
| Annual return | 1.52% | 21.69%-20.2pp | 66.63%-65.1pp | 35.65%-34.1pp |
| Employer contribution / active EE | $524 | $1,801-70.9% | $2,731-80.8% | $2,756-81.0% |
| Participant deferral / active EE | $1,739 | $3,113-44.1% | $4,523-61.5% | $4,299-59.5% |
| Admin fee / account holder | $385 | $4,988-92.3% | $6,160-93.8% | $6,940-94.5% |