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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 | $45,050-51.4% | $63,018-65.3% | $70,126-68.8% |
| Participation rate | 35.4% | 69.5%-34.1pp | 74.8%-39.4pp | 69.5%-34.2pp |
| Annual return | 10.05% | 18.76%-8.7pp | 87.62%-77.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $598 | $2,052-70.8% | $2,761-78.3% | $2,343-74.5% |
| Participant deferral / active EE | $774 | $2,466-68.6% | $3,330-76.8% | $3,332-76.8% |
| Admin fee / account holder | $1,690 | $2,834-40.4% | $3,601-53.1% | $4,645-63.6% |