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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 | $24,822 | $37,446-33.7% | $77,552-68.0% | $79,856-68.9% |
| Participation rate | 14.5% | 41.5%-27.0pp | 54.2%-39.6pp | 69.6%-55.1pp |
| Annual return | 8.96% | 39.76%-30.8pp | 54.82%-45.9pp | 31.71%-22.7pp |
| Employer contribution / active EE | $266 | $637-58.2% | $987-73.0% | $2,471-89.2% |
| Participant deferral / active EE | $1,234 | $1,261-2.1% | $1,861-33.7% | $3,741-67.0% |
| Admin fee / account holder | $2,985 | $2,506+19.1% | $2,859+4.4% | $5,306-43.7% |