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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 | $28,602 | $47,848-40.2% | $81,473-64.9% | $70,126-59.2% |
| Participation rate | 51.2% | 58.3%-7.1pp | 68.0%-16.8pp | 69.5%-18.4pp |
| Annual return | 11.29% | 27.25%-16.0pp | 38.78%-27.5pp | 73.15%-61.9pp |
| Employer contribution / active EE | $274 | $1,527-82.1% | $2,568-89.3% | $2,343-88.3% |
| Participant deferral / active EE | $1,304 | $2,453-46.8% | $3,537-63.1% | $3,332-60.9% |
| Admin fee / account holder | $1,537 | $3,145-51.1% | $4,561-66.3% | $4,645-66.9% |