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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 | $24,720 | $76,407-67.6% | $150,298-83.6% | $82,448-70.0% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 11.79% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $831 | $2,614-68.2% | $4,154-80.0% | $2,551-67.4% |
| Participant deferral / active EE | $905 | $3,214-71.8% | $5,453-83.4% | $4,139-78.1% |
| Admin fee / account holder | $1,289 | $6,352-79.7% | $14,116-90.9% | $7,234-82.2% |