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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 | $59,440-60.7% | $78,004-70.1% | $82,637-71.8% |
| Participation rate | 33.3% | 62.8%-29.5pp | 69.4%-36.1pp | 68.1%-34.7pp |
| Annual return | 7.56% | 40.24%-32.7pp | 31.07%-23.5pp | 53.51%-45.9pp |
| Employer contribution / active EE | $469 | $1,750-73.2% | $2,469-81.0% | $2,552-81.6% |
| Participant deferral / active EE | $1,301 | $3,138-58.6% | $4,092-68.2% | $4,126-68.5% |
| Admin fee / account holder | $6,971 | $5,504+26.7% | $7,578-8.0% | $7,339-5.0% |