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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 | $79,894-70.3% | $135,792-82.6% | $82,637-71.3% |
| Participation rate | 54.0% | 63.0%-9.0pp | 72.6%-18.6pp | 68.1%-14.1pp |
| Annual return | 8.25% | 17.20%-9.0pp | 25.96%-17.7pp | 53.51%-45.3pp |
| Employer contribution / active EE | $607 | $2,165-72.0% | $3,496-82.6% | $2,552-76.2% |
| Participant deferral / active EE | $1,089 | $3,194-65.9% | $4,759-77.1% | $4,126-73.6% |
| Admin fee / account holder | $6,448 | $6,434+0.2% | $12,266-47.4% | $7,339-12.1% |