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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 | $27,427 | $60,349-54.6% | $74,184-63.0% | $62,881-56.4% |
| Participation rate | 38.9% | 72.7%-33.8pp | 76.6%-37.7pp | 69.3%-30.4pp |
| Annual return | 2.88% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $646 | $1,680-61.6% | $2,370-72.8% | $2,281-71.7% |
| Participant deferral / active EE | $1,460 | $2,856-48.9% | $3,550-58.9% | $3,203-54.4% |
| Admin fee / account holder | $2,220 | $4,261-47.9% | $5,586-60.3% | $4,296-48.3% |