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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 | $15,400 | $49,255-68.7% | $70,494-78.2% | $79,856-80.7% |
| Participation rate | 52.9% | 69.2%-16.3pp | 75.1%-22.2pp | 69.6%-16.8pp |
| Annual return | 1.14% | 30.10%-29.0pp | 109.16%-108.0pp | 31.71%-30.6pp |
| Employer contribution / active EE | $1,726 | $2,100-17.8% | $2,738-37.0% | $2,471-30.2% |
| Participant deferral / active EE | $2,705 | $2,768-2.3% | $3,711-27.1% | $3,741-27.7% |
| Admin fee / account holder | $3,479 | $2,879+20.8% | $3,848-9.6% | $5,306-34.4% |