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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 | $29,550 | $37,156-20.5% | $83,854-64.8% | $86,983-66.0% |
| Participation rate | 25.6% | 49.1%-23.5pp | 59.1%-33.6pp | 69.5%-44.0pp |
| Annual return | 12.54% | 29.88%-17.3pp | 31.39%-18.8pp | 25.83%-13.3pp |
| Employer contribution / active EE | $532 | $661-19.5% | $1,017-47.7% | $2,584-79.4% |
| Participant deferral / active EE | $930 | $1,418-34.4% | $2,035-54.3% | $4,194-77.8% |
| Admin fee / account holder | $2,014 | $2,510-19.8% | $3,197-37.0% | $7,856-74.4% |