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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 | $16,540 | $45,087-63.3% | $69,483-76.2% | $72,976-77.3% |
| Participation rate | 48.8% | 68.5%-19.6pp | 74.6%-25.8pp | 69.5%-20.7pp |
| Annual return | 4.12% | 22.67%-18.6pp | 28.99%-24.9pp | 81.02%-76.9pp |
| Employer contribution / active EE | $978 | $2,055-52.4% | $2,780-64.8% | $2,440-59.9% |
| Participant deferral / active EE | $1,468 | $2,603-43.6% | $3,537-58.5% | $3,608-59.3% |
| Admin fee / account holder | $2,494 | $3,057-18.4% | $3,841-35.1% | $5,124-51.3% |