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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 | $30,081 | $54,541-44.8% | $78,778-61.8% | $70,124-57.1% |
| Participation rate | 57.6% | 60.8%-3.2pp | 69.2%-11.6pp | 69.5%-12.0pp |
| Annual return | 11.62% | 21.07%-9.5pp | 35.62%-24.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $286 | $1,089-73.8% | $1,986-85.6% | $2,342-87.8% |
| Participant deferral / active EE | $1,757 | $2,210-20.5% | $2,958-40.6% | $3,332-47.3% |
| Admin fee / account holder | $2,039 | $3,709-45.0% | $5,134-60.3% | $4,645-56.1% |