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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 | $17,123 | $52,306-67.3% | $69,779-75.5% | $62,881-72.8% |
| Participation rate | 45.6% | 67.2%-21.6pp | 71.8%-26.2pp | 69.3%-23.7pp |
| Annual return | 3.71% | 13.35%-9.6pp | 12.99%-9.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $802 | $1,799-55.4% | $2,338-65.7% | $2,281-64.8% |
| Participant deferral / active EE | $1,398 | $2,395-41.6% | $2,931-52.3% | $3,203-56.3% |
| Admin fee / account holder | $481 | $3,691-87.0% | $4,381-89.0% | $4,296-88.8% |