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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 | $27,723 | $49,025-43.5% | $87,502-68.3% | $62,881-55.9% |
| Participation rate | 51.5% | 64.9%-13.4pp | 73.8%-22.4pp | 69.3%-17.8pp |
| Annual return | 2.93% | 10.02%-7.1pp | 12.21%-9.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $405 | $1,372-70.5% | $2,550-84.1% | $2,281-82.3% |
| Participant deferral / active EE | $848 | $2,289-63.0% | $3,149-73.1% | $3,203-73.5% |
| Admin fee / account holder | $1,262 | $4,065-69.0% | $4,221-70.1% | $4,296-70.6% |