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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 | $21,239 | $65,364-67.5% | $92,909-77.1% | $72,975-70.9% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.9pp |
| Annual return | 16.01% | 42.11%-26.1pp | 109.44%-93.4pp | 81.01%-65.0pp |
| Employer contribution / active EE | $957 | $2,594-63.1% | $3,653-73.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,400 | $3,128-55.2% | $4,238-67.0% | $3,608-61.2% |
| Admin fee / account holder | $491 | $4,251-88.5% | $5,795-91.5% | $5,124-90.4% |