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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 | $23,762 | $45,043-47.2% | $63,005-62.3% | $70,124-66.1% |
| Participation rate | 47.4% | 69.5%-22.2pp | 74.8%-27.4pp | 69.5%-22.2pp |
| Annual return | 11.16% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $815 | $2,052-60.3% | $2,760-70.5% | $2,342-65.2% |
| Participant deferral / active EE | $1,094 | $2,466-55.6% | $3,329-67.1% | $3,332-67.2% |
| Admin fee / account holder | $1,500 | $2,833-47.0% | $3,599-58.3% | $4,645-67.7% |