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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 | $19,620 | $48,364-59.4% | $71,796-72.7% | $62,881-68.8% |
| Participation rate | 69.7% | 60.6%+9.1pp | 69.1%+0.6pp | 69.3%+0.4pp |
| Annual return | 4.33% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $650 | $1,042-37.6% | $1,924-66.2% | $2,281-71.5% |
| Participant deferral / active EE | $1,340 | $2,091-35.9% | $2,794-52.1% | $3,203-58.2% |
| Admin fee / account holder | $2,704 | $3,771-28.3% | $4,815-43.8% | $4,296-37.0% |