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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 | $25,848 | $58,828-56.1% | $78,002-66.9% | $62,881-58.9% |
| Participation rate | 58.1% | 71.1%-13.0pp | 75.5%-17.5pp | 69.3%-11.2pp |
| Annual return | 3.86% | 17.16%-13.3pp | 425.99%-422.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $981 | $1,672-41.3% | $2,470-60.3% | $2,281-57.0% |
| Participant deferral / active EE | $2,029 | $2,686-24.5% | $3,497-42.0% | $3,203-36.7% |
| Admin fee / account holder | $2,671 | $4,393-39.2% | $5,481-51.3% | $4,296-37.8% |