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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 | $21,205 | $54,541-61.1% | $78,778-73.1% | $70,126-69.8% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.2%-6.7pp | 69.5%-7.0pp |
| Annual return | 11.52% | 21.07%-9.6pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $795 | $1,089-27.0% | $1,986-60.0% | $2,343-66.1% |
| Participant deferral / active EE | $2,031 | $2,210-8.1% | $2,958-31.4% | $3,332-39.0% |
| Admin fee / account holder | $1,222 | $3,709-67.0% | $5,134-76.2% | $4,645-73.7% |