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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 | $22,184 | $45,087-50.8% | $69,483-68.1% | $72,976-69.6% |
| Participation rate | 41.9% | 68.5%-26.6pp | 74.6%-32.7pp | 69.5%-27.6pp |
| Annual return | 4.04% | 22.67%-18.6pp | 28.99%-24.9pp | 81.02%-77.0pp |
| Employer contribution / active EE | $534 | $2,055-74.0% | $2,780-80.8% | $2,440-78.1% |
| Participant deferral / active EE | $1,025 | $2,603-60.6% | $3,537-71.0% | $3,608-71.6% |
| Admin fee / account holder | $3,133 | $3,057+2.5% | $3,841-18.4% | $5,124-38.9% |