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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 | $20,199 | $73,787-72.6% | $98,716-79.5% | $82,448-75.5% |
| Participation rate | 44.1% | 61.4%-17.3pp | 69.3%-25.2pp | 68.1%-24.0pp |
| Annual return | 11.86% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,182 | $1,511-21.8% | $2,279-48.1% | $2,551-53.7% |
| Participant deferral / active EE | $1,331 | $3,081-56.8% | $4,048-67.1% | $4,139-67.8% |
| Admin fee / account holder | $553 | $6,500-91.5% | $8,703-93.6% | $7,234-92.4% |