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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 | $26,830 | $73,981-63.7% | $105,754-74.6% | $62,881-57.3% |
| Participation rate | 44.2% | 71.7%-27.5pp | 78.9%-34.7pp | 69.3%-25.1pp |
| Annual return | 0.72% | 17.60%-16.9pp | 12.25%-11.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $772 | $2,856-73.0% | $4,079-81.1% | $2,281-66.2% |
| Participant deferral / active EE | $1,570 | $4,038-61.1% | $5,326-70.5% | $3,203-51.0% |
| Admin fee / account holder | $1,064 | $5,976-82.2% | $8,309-87.2% | $4,296-75.2% |