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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 | $18,176 | $49,025-62.9% | $87,502-79.2% | $62,881-71.1% |
| Participation rate | 36.8% | 64.9%-28.1pp | 73.8%-37.1pp | 69.3%-32.5pp |
| Annual return | 2.21% | 10.02%-7.8pp | 12.21%-10.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,008 | $1,372-26.5% | $2,550-60.5% | $2,281-55.8% |
| Participant deferral / active EE | $2,423 | $2,289+5.8% | $3,149-23.0% | $3,203-24.3% |
| Admin fee / account holder | $5,474 | $4,065+34.6% | $4,221+29.7% | $4,296+27.4% |