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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 | $25,434 | $74,535-65.9% | $100,712-74.7% | $82,637-69.2% |
| Participation rate | 26.7% | 61.2%-34.5pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 8.93% | 18.92%-10.0pp | 33.27%-24.3pp | 53.51%-44.6pp |
| Employer contribution / active EE | $586 | $1,503-61.0% | $2,313-74.7% | $2,552-77.0% |
| Participant deferral / active EE | $1,464 | $3,074-52.4% | $4,085-64.2% | $4,126-64.5% |
| Admin fee / account holder | $1,947 | $6,576-70.4% | $9,256-79.0% | $7,339-73.5% |