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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 | $23,689 | $77,896-69.6% | $134,172-82.3% | $82,448-71.3% |
| Participation rate | 54.0% | 62.8%-8.8pp | 72.5%-18.5pp | 68.1%-14.1pp |
| Annual return | 8.25% | 18.21%-10.0pp | 25.30%-17.1pp | 41.64%-33.4pp |
| Employer contribution / active EE | $607 | $2,159-71.9% | $3,420-82.2% | $2,551-76.2% |
| Participant deferral / active EE | $1,089 | $3,162-65.6% | $4,690-76.8% | $4,139-73.7% |
| Admin fee / account holder | $6,448 | $6,336+1.8% | $12,016-46.3% | $7,234-10.9% |