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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 | $17,281 | $76,407-77.4% | $150,298-88.5% | $82,448-79.0% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 8.06% | 39.99%-31.9pp | 62.79%-54.7pp | 41.64%-33.6pp |
| Employer contribution / active EE | $644 | $2,614-75.4% | $4,154-84.5% | $2,551-74.8% |
| Participant deferral / active EE | $1,461 | $3,214-54.5% | $5,453-73.2% | $4,139-64.7% |
| Admin fee / account holder | $1,714 | $6,352-73.0% | $14,116-87.9% | $7,234-76.3% |