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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 | $24,110 | $63,082-61.8% | $81,716-70.5% | $79,852-69.8% |
| Participation rate | 64.5% | 67.5%-3.0pp | 72.0%-7.5pp | 69.6%-5.1pp |
| Annual return | 9.67% | 22.66%-13.0pp | 29.49%-19.8pp | 31.72%-22.1pp |
| Employer contribution / active EE | $929 | $1,795-48.2% | $4,310-78.4% | $2,471-62.4% |
| Participant deferral / active EE | $1,171 | $2,780-57.9% | $7,108-83.5% | $3,740-68.7% |
| Admin fee / account holder | $3,018 | $4,428-31.8% | $5,159-41.5% | $5,306-43.1% |