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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 | $24,763 | $41,377-40.2% | $109,313-77.3% | $62,881-60.6% |
| Participation rate | 29.8% | 57.5%-27.8pp | 71.3%-41.5pp | 69.3%-39.5pp |
| Annual return | 3.88% | 11.05%-7.2pp | 22.07%-18.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $553 | $1,276-56.7% | $3,892-85.8% | $2,281-75.8% |
| Participant deferral / active EE | $983 | $2,045-52.0% | $3,166-69.0% | $3,203-69.3% |
| Admin fee / account holder | $2,088 | $2,884-27.6% | $5,666-63.2% | $4,296-51.4% |