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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 | $22,213 | $56,054-60.4% | $171,082-87.0% | $62,881-64.7% |
| Participation rate | 39.8% | 62.9%-23.1pp | 76.7%-36.9pp | 69.3%-29.5pp |
| Annual return | 4.26% | 22.52%-18.3pp | 32.56%-28.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $750 | $1,731-56.7% | $4,002-81.3% | $2,281-67.1% |
| Participant deferral / active EE | $1,299 | $3,158-58.9% | $4,797-72.9% | $3,203-59.4% |
| Admin fee / account holder | $747 | $3,647-79.5% | $8,520-91.2% | $4,296-82.6% |