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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 | $19,661 | $39,132-49.8% | $57,196-65.6% | $62,881-68.7% |
| Participation rate | 51.3% | 70.5%-19.2pp | 75.3%-24.0pp | 69.3%-18.0pp |
| Annual return | 0.93% | 9.24%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $770 | $1,874-58.9% | $2,683-71.3% | $2,281-66.2% |
| Participant deferral / active EE | $1,749 | $2,374-26.4% | $3,096-43.5% | $3,203-45.4% |
| Admin fee / account holder | $708 | $2,594-72.7% | $3,141-77.5% | $4,296-83.5% |