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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 | $23,044 | $52,580-56.2% | $71,671-67.8% | $70,126-67.1% |
| Participation rate | 45.1% | 60.9%-15.8pp | 68.7%-23.6pp | 69.5%-24.4pp |
| Annual return | 10.94% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $496 | $1,616-69.3% | $2,460-79.8% | $2,343-78.8% |
| Participant deferral / active EE | $1,534 | $2,386-35.7% | $3,438-55.4% | $3,332-54.0% |
| Admin fee / account holder | $3,781 | $3,653+3.5% | $5,558-32.0% | $4,645-18.6% |