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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 | $17,497 | $52,580-66.7% | $71,671-75.6% | $70,126-75.0% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 10.91% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,010 | $1,616-37.5% | $2,460-58.9% | $2,343-56.9% |
| Participant deferral / active EE | $2,219 | $2,386-7.0% | $3,438-35.5% | $3,332-33.4% |
| Admin fee / account holder | $498 | $3,653-86.4% | $5,558-91.0% | $4,645-89.3% |