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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 | $22,509 | $45,043-50.0% | $63,005-64.3% | $70,124-67.9% |
| Participation rate | 54.4% | 69.5%-15.1pp | 74.8%-20.4pp | 69.5%-15.1pp |
| Annual return | 7.04% | 18.76%-11.7pp | 87.59%-80.6pp | 73.14%-66.1pp |
| Employer contribution / active EE | $820 | $2,052-60.1% | $2,760-70.3% | $2,342-65.0% |
| Participant deferral / active EE | $966 | $2,466-60.8% | $3,329-71.0% | $3,332-71.0% |
| Admin fee / account holder | $1,237 | $2,833-56.3% | $3,599-65.6% | $4,645-73.4% |