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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 | $21,956 | $54,757-59.9% | $90,300-75.7% | $72,983-69.9% |
| Participation rate | 61.8% | 65.1%-3.4pp | 73.3%-11.5pp | 69.5%-7.7pp |
| Annual return | 14.42% | 30.63%-16.2pp | 78.11%-63.7pp | 81.01%-66.6pp |
| Employer contribution / active EE | $749 | $2,092-64.2% | $2,854-73.7% | $2,440-69.3% |
| Participant deferral / active EE | $1,219 | $2,887-57.8% | $3,884-68.6% | $3,608-66.2% |
| Admin fee / account holder | $6,396 | $3,972+61.0% | $5,353+19.5% | $5,124+24.8% |