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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 | $28,413 | $117,426-75.8% | $99,470-71.4% | $152,885-81.4% |
| Participation rate | 45.5% | 77.5%-32.1pp | 73.8%-28.4pp | 82.5%-37.0pp |
| Annual return | 1.26% | 31.87%-30.6pp | 30.72%-29.5pp | 345.39%-344.1pp |
| Employer contribution / active EE | $552 | $3,014-81.7% | $2,540-78.3% | $4,763-88.4% |
| Participant deferral / active EE | $2,288 | $4,086-44.0% | $3,619-36.8% | $5,851-60.9% |
| Admin fee / account holder | $314 | $7,634-95.9% | $6,252-95.0% | $11,598-97.3% |