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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 | $24,535 | $73,787-66.7% | $98,716-75.1% | $82,448-70.2% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.3%-24.5pp | 68.1%-23.2pp |
| Annual return | 9.64% | 18.57%-8.9pp | 31.81%-22.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $442 | $1,511-70.7% | $2,279-80.6% | $2,551-82.7% |
| Participant deferral / active EE | $1,960 | $3,081-36.4% | $4,048-51.6% | $4,139-52.6% |
| Admin fee / account holder | $2,189 | $6,500-66.3% | $8,703-74.9% | $7,234-69.7% |