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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 | $18,542 | $63,082-70.6% | $81,716-77.3% | $79,852-76.8% |
| Participation rate | 59.1% | 67.5%-8.4pp | 72.0%-12.9pp | 69.6%-10.5pp |
| Annual return | 8.31% | 22.66%-14.4pp | 29.49%-21.2pp | 31.72%-23.4pp |
| Employer contribution / active EE | $818 | $1,795-54.4% | $4,310-81.0% | $2,471-66.9% |
| Participant deferral / active EE | $1,922 | $2,780-30.9% | $7,108-73.0% | $3,740-48.6% |
| Admin fee / account holder | $537 | $4,428-87.9% | $5,159-89.6% | $5,306-89.9% |