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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 | $22,804 | $43,075-47.1% | $74,577-69.4% | $62,881-63.7% |
| Participation rate | 56.8% | 58.1%-1.2pp | 68.1%-11.3pp | 69.3%-12.5pp |
| Annual return | 3.83% | 17.50%-13.7pp | 20.47%-16.6pp | 20.14%-16.3pp |
| Employer contribution / active EE | $267 | $1,498-82.2% | $2,525-89.4% | $2,281-88.3% |
| Participant deferral / active EE | $1,165 | $2,389-51.2% | $3,458-66.3% | $3,203-63.6% |
| Admin fee / account holder | $1,728 | $2,840-39.1% | $4,138-58.2% | $4,296-59.8% |