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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 | $27,153 | $60,349-55.0% | $74,184-63.4% | $62,881-56.8% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 4.16% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $829 | $1,680-50.6% | $2,370-65.0% | $2,281-63.6% |
| Participant deferral / active EE | $2,098 | $2,856-26.5% | $3,550-40.9% | $3,203-34.5% |
| Admin fee / account holder | $1,987 | $4,261-53.4% | $5,586-64.4% | $4,296-53.8% |