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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 | $24,800 | $77,814-68.1% | $158,223-84.3% | $86,983-71.5% |
| Participation rate | 48.9% | 68.4%-19.5pp | 79.2%-30.3pp | 69.5%-20.6pp |
| Annual return | 10.89% | 30.54%-19.7pp | 52.09%-41.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $961 | $2,592-62.9% | $4,109-76.6% | $2,584-62.8% |
| Participant deferral / active EE | $1,226 | $3,270-62.5% | $5,467-77.6% | $4,194-70.8% |
| Admin fee / account holder | $890 | $5,879-84.9% | $16,047-94.5% | $7,856-88.7% |