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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 | $19,019 | $52,580-63.8% | $71,671-73.5% | $70,126-72.9% |
| Participation rate | 52.6% | 60.9%-8.2pp | 68.7%-16.1pp | 69.5%-16.9pp |
| Annual return | 10.56% | 20.25%-9.7pp | 20.65%-10.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $869 | $1,616-46.2% | $2,460-64.7% | $2,343-62.9% |
| Participant deferral / active EE | $1,797 | $2,386-24.7% | $3,438-47.7% | $3,332-46.1% |
| Admin fee / account holder | $498 | $3,653-86.4% | $5,558-91.0% | $4,645-89.3% |