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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 | $21,027 | $54,763-61.6% | $90,324-76.7% | $72,976-71.2% |
| Participation rate | 35.6% | 65.2%-29.6pp | 73.3%-37.7pp | 69.5%-33.9pp |
| Annual return | 5.65% | 30.63%-25.0pp | 78.15%-72.5pp | 81.02%-75.4pp |
| Employer contribution / active EE | $656 | $2,093-68.7% | $2,856-77.0% | $2,440-73.1% |
| Participant deferral / active EE | $932 | $2,887-67.7% | $3,885-76.0% | $3,608-74.2% |
| Admin fee / account holder | $1,484 | $3,973-62.7% | $5,356-72.3% | $5,124-71.0% |