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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 | $22,323 | $78,690-71.6% | $161,489-86.2% | $87,485-74.5% |
| Participation rate | 44.0% | 67.5%-23.5pp | 78.7%-34.7pp | 68.9%-24.9pp |
| Annual return | 9.57% | 32.74%-23.2pp | 89.72%-80.2pp | 26.06%-16.5pp |
| Employer contribution / active EE | $758 | $2,588-70.7% | $4,268-82.2% | $2,596-70.8% |
| Participant deferral / active EE | $1,829 | $3,311-44.7% | $5,630-67.5% | $4,274-57.2% |
| Admin fee / account holder | $3,113 | $6,724-53.7% | $16,006-80.6% | $7,775-60.0% |