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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 | $25,137 | $57,061-55.9% | $85,063-70.4% | $80,911-68.9% |
| Participation rate | 23.2% | 56.3%-33.2pp | 67.5%-44.3pp | 67.6%-44.5pp |
| Annual return | 8.09% | 21.66%-13.6pp | 66.54%-58.4pp | 35.63%-27.5pp |
| Employer contribution / active EE | $502 | $1,799-72.1% | $2,727-81.6% | $2,756-81.8% |
| Participant deferral / active EE | $1,739 | $3,110-44.1% | $4,523-61.5% | $4,297-59.5% |
| Admin fee / account holder | $2,608 | $4,986-47.7% | $6,155-57.6% | $6,935-62.4% |