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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 | $28,700 | $48,364-40.7% | $71,796-60.0% | $62,881-54.4% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.7pp |
| Annual return | 4.66% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $493 | $1,042-52.7% | $1,924-74.4% | $2,281-78.4% |
| Participant deferral / active EE | $1,419 | $2,091-32.1% | $2,794-49.2% | $3,203-55.7% |
| Admin fee / account holder | $2,925 | $3,771-22.4% | $4,815-39.2% | $4,296-31.9% |