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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 | $25,974 | $55,932-53.6% | $76,735-66.2% | $67,986-61.8% |
| Participation rate | 26.0% | 50.8%-24.8pp | 69.5%-43.5pp | 57.2%-31.2pp |
| Annual return | 12.10% | 23.10%-11.0pp | 29.77%-17.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $608 | $1,487-59.1% | $2,454-75.2% | $2,019-69.9% |
| Participant deferral / active EE | $985 | $2,558-61.5% | $4,088-75.9% | $3,358-70.7% |
| Admin fee / account holder | $1,222 | $4,907-75.1% | $7,189-83.0% | $3,203-61.8% |