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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 | $24,157 | $41,377-41.6% | $109,313-77.9% | $62,881-61.6% |
| Participation rate | 43.0% | 57.5%-14.5pp | 71.3%-28.2pp | 69.3%-26.3pp |
| Annual return | 4.25% | 11.05%-6.8pp | 22.07%-17.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $563 | $1,276-55.9% | $3,892-85.5% | $2,281-75.3% |
| Participant deferral / active EE | $1,462 | $2,045-28.5% | $3,166-53.8% | $3,203-54.4% |
| Admin fee / account holder | $1,488 | $2,884-48.4% | $5,666-73.7% | $4,296-65.4% |