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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 | $16,520 | $54,763-69.8% | $90,324-81.7% | $72,976-77.4% |
| Participation rate | 58.1% | 65.2%-7.0pp | 73.3%-15.1pp | 69.5%-11.3pp |
| Annual return | 14.36% | 30.63%-16.3pp | 78.15%-63.8pp | 81.02%-66.7pp |
| Employer contribution / active EE | $734 | $2,093-65.0% | $2,856-74.3% | $2,440-69.9% |
| Participant deferral / active EE | $1,552 | $2,887-46.2% | $3,885-60.1% | $3,608-57.0% |
| Admin fee / account holder | $2,481 | $3,973-37.6% | $5,356-53.7% | $5,124-51.6% |