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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 | $23,339 | $58,627-60.2% | $76,735-69.6% | $82,448-71.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 69.5%-36.2pp | 68.1%-34.7pp |
| Annual return | 7.56% | 39.10%-31.5pp | 29.77%-22.2pp | 41.64%-34.1pp |
| Employer contribution / active EE | $469 | $1,729-72.9% | $2,454-80.9% | $2,551-81.6% |
| Participant deferral / active EE | $1,301 | $3,134-58.5% | $4,088-68.2% | $4,139-68.6% |
| Admin fee / account holder | $6,971 | $5,323+31.0% | $7,189-3.0% | $7,234-3.6% |