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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 | $19,513 | $46,534-58.1% | $64,097-69.6% | $75,177-74.0% |
| Participation rate | 48.8% | 65.9%-17.1pp | 72.3%-23.5pp | 67.2%-18.4pp |
| Annual return | 11.03% | 26.07%-15.0pp | 33.75%-22.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $1,109 | $1,976-43.9% | $2,750-59.7% | $2,671-58.5% |
| Participant deferral / active EE | $1,326 | $2,835-53.2% | $3,881-65.8% | $4,126-67.9% |
| Admin fee / account holder | $2,927 | $2,957-1.0% | $3,070-4.7% | $5,651-48.2% |