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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 | $19,718 | $90,400-78.2% | $186,193-89.4% | $87,485-77.5% |
| Participation rate | 40.0% | 66.2%-26.2pp | 77.1%-37.1pp | 68.9%-28.9pp |
| Annual return | 11.91% | 22.15%-10.2pp | 78.03%-66.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $527 | $2,170-75.7% | $3,918-86.6% | $2,596-79.7% |
| Participant deferral / active EE | $1,530 | $4,330-64.7% | $6,513-76.5% | $4,274-64.2% |
| Admin fee / account holder | $1,508 | $8,673-82.6% | $11,058-86.4% | $7,775-80.6% |