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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 | $23,837 | $97,125-75.5% | $86,233-72.4% | $137,256-82.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 10.28% | 74.19%-63.9pp | 61.39%-51.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $805 | $2,841-71.7% | $2,504-67.9% | $4,156-80.6% |
| Participant deferral / active EE | $1,006 | $5,180-80.6% | $4,559-77.9% | $6,407-84.3% |
| Admin fee / account holder | $29,569 | $9,725+204.1% | $8,342+254.5% | $12,270+141.0% |