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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 | $21,889 | $45,041-51.4% | $63,003-65.3% | $70,131-68.8% |
| Participation rate | 35.4% | 69.5%-34.2pp | 74.8%-39.4pp | 69.5%-34.2pp |
| Annual return | 10.05% | 18.76%-8.7pp | 87.59%-77.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $598 | $2,052-70.8% | $2,760-78.3% | $2,342-74.5% |
| Participant deferral / active EE | $774 | $2,465-68.6% | $3,329-76.8% | $3,332-76.8% |
| Admin fee / account holder | $1,690 | $2,836-40.4% | $3,600-53.0% | $4,645-63.6% |