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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 | $22,825 | $57,590-60.4% | $86,233-73.5% | $82,448-72.3% |
| Participation rate | 56.7% | 57.9%-1.2pp | 69.0%-12.4pp | 68.1%-11.4pp |
| Annual return | 13.51% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $667 | $1,655-59.7% | $2,504-73.4% | $2,551-73.9% |
| Participant deferral / active EE | $1,989 | $3,080-35.4% | $4,559-56.4% | $4,139-51.9% |
| Admin fee / account holder | $2,032 | $4,730-57.0% | $8,342-75.6% | $7,234-71.9% |