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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 | $23,583 | $81,276-71.0% | $155,574-84.8% | $80,925-70.9% |
| Participation rate | 64.1% | 66.2%-2.1pp | 78.2%-14.1pp | 67.7%-3.6pp |
| Annual return | 10.09% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $830 | $3,103-73.3% | $4,676-82.3% | $2,756-69.9% |
| Participant deferral / active EE | $2,085 | $3,453-39.6% | $5,629-63.0% | $4,299-51.5% |
| Admin fee / account holder | $9,933 | $7,993+24.3% | $15,914-37.6% | $6,940+43.1% |