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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 | $19,852 | $56,544-64.9% | $75,501-73.7% | $70,126-71.7% |
| Participation rate | 67.7% | 68.1%-0.4pp | 72.4%-4.6pp | 69.5%-1.8pp |
| Annual return | 2.45% | 23.59%-21.1pp | 27.35%-24.9pp | 73.15%-70.7pp |
| Employer contribution / active EE | $500 | $1,817-72.5% | $2,352-78.8% | $2,343-78.7% |
| Participant deferral / active EE | $1,030 | $2,580-60.1% | $3,142-67.2% | $3,332-69.1% |
| Admin fee / account holder | $2,709 | $3,827-29.2% | $5,801-53.3% | $4,645-41.7% |