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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 | $19,995 | $53,774-62.8% | $134,162-85.1% | $79,856-75.0% |
| Participation rate | 56.4% | 58.8%-2.4pp | 72.2%-15.8pp | 69.6%-13.2pp |
| Annual return | 4.25% | 19.01%-14.8pp | 36.35%-32.1pp | 31.71%-27.5pp |
| Employer contribution / active EE | $963 | $1,322-27.1% | $3,705-74.0% | $2,471-61.0% |
| Participant deferral / active EE | $1,949 | $2,420-19.4% | $3,500-44.3% | $3,741-47.9% |
| Admin fee / account holder | $832 | $3,985-79.1% | $6,685-87.6% | $5,306-84.3% |