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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 | $17,315 | $63,773-72.8% | $81,286-78.7% | $80,925-78.6% |
| Participation rate | 60.6% | 63.9%-3.3pp | 69.5%-8.9pp | 67.7%-7.1pp |
| Annual return | 9.64% | 16.37%-6.7pp | 24.80%-15.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $860 | $1,979-56.5% | $2,463-65.1% | $2,756-68.8% |
| Participant deferral / active EE | $2,555 | $3,093-17.4% | $3,883-34.2% | $4,299-40.6% |
| Admin fee / account holder | $1,152 | $5,682-79.7% | $5,764-80.0% | $6,940-83.4% |