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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 | $76,407-70.8% | $150,298-85.1% | $82,448-72.9% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 9.57% | 39.99%-30.4pp | 62.79%-53.2pp | 41.64%-32.1pp |
| Employer contribution / active EE | $758 | $2,614-71.0% | $4,154-81.8% | $2,551-70.3% |
| Participant deferral / active EE | $1,829 | $3,214-43.1% | $5,453-66.5% | $4,139-55.8% |
| Admin fee / account holder | $3,113 | $6,352-51.0% | $14,116-77.9% | $7,234-57.0% |