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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 | $25,888 | $52,279-50.5% | $89,400-71.0% | $79,858-67.6% |
| Participation rate | 54.1% | 57.5%-3.4pp | 68.0%-13.9pp | 69.6%-15.5pp |
| Annual return | 4.90% | 22.16%-17.3pp | 245.64%-240.7pp | 31.72%-26.8pp |
| Employer contribution / active EE | $940 | $1,572-40.2% | $2,586-63.7% | $2,471-62.0% |
| Participant deferral / active EE | $1,402 | $2,740-48.8% | $3,890-64.0% | $3,740-62.5% |
| Admin fee / account holder | $3,653 | $3,356+8.8% | $4,882-25.2% | $5,306-31.1% |