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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 | $23,794 | $60,349-60.6% | $74,184-67.9% | $62,881-62.2% |
| Participation rate | 54.8% | 72.7%-18.0pp | 76.6%-21.9pp | 69.3%-14.5pp |
| Annual return | 3.05% | 21.38%-18.3pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $673 | $1,680-60.0% | $2,370-71.6% | $2,281-70.5% |
| Participant deferral / active EE | $2,836 | $2,856-0.7% | $3,550-20.1% | $3,203-11.4% |
| Admin fee / account holder | $2,684 | $4,261-37.0% | $5,586-51.9% | $4,296-37.5% |