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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 | $24,350 | $41,377-41.2% | $109,313-77.7% | $62,881-61.3% |
| Participation rate | 32.4% | 57.5%-25.2pp | 71.3%-38.9pp | 69.3%-37.0pp |
| Annual return | 4.57% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $933 | $1,276-26.9% | $3,892-76.0% | $2,281-59.1% |
| Participant deferral / active EE | $1,818 | $2,045-11.1% | $3,166-42.6% | $3,203-43.3% |
| Admin fee / account holder | $672 | $2,884-76.7% | $5,666-88.1% | $4,296-84.4% |