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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 | $30,300 | $72,607-58.3% | $90,259-66.4% | $87,485-65.4% |
| Participation rate | 25.0% | 64.8%-39.8pp | 70.7%-45.7pp | 68.9%-43.9pp |
| Annual return | 12.26% | 18.59%-6.3pp | 18.88%-6.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $807 | $1,919-57.9% | $2,291-64.8% | $2,596-68.9% |
| Participant deferral / active EE | $1,158 | $3,055-62.1% | $3,827-69.8% | $4,274-72.9% |
| Admin fee / account holder | $1,598 | $5,947-73.1% | $7,267-78.0% | $7,775-79.4% |