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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 | $23,902 | $58,512-59.2% | $84,020-71.6% | $72,983-67.3% |
| Participation rate | 55.8% | 61.2%-5.4pp | 69.0%-13.2pp | 69.5%-13.7pp |
| Annual return | 15.76% | 28.93%-13.2pp | 71.31%-55.5pp | 81.01%-65.2pp |
| Employer contribution / active EE | $483 | $1,163-58.4% | $1,984-75.6% | $2,440-80.2% |
| Participant deferral / active EE | $2,462 | $2,394+2.8% | $3,239-24.0% | $3,608-31.8% |
| Admin fee / account holder | $4,922 | $4,569+7.7% | $6,101-19.3% | $5,124-3.9% |