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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 | $23,465 | $55,713-57.9% | $75,901-69.1% | $72,975-67.8% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.3%-29.9pp | 69.5%-30.1pp |
| Annual return | 11.47% | 27.60%-16.1pp | 30.76%-19.3pp | 81.01%-69.5pp |
| Employer contribution / active EE | $879 | $1,687-47.9% | $2,501-64.8% | $2,440-64.0% |
| Participant deferral / active EE | $2,029 | $2,634-23.0% | $3,603-43.7% | $3,608-43.7% |
| Admin fee / account holder | $8,785 | $3,980+120.7% | $5,420+62.1% | $5,124+71.5% |