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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 | $78,690-78.0% | $161,489-89.3% | $87,485-80.2% |
| Participation rate | 57.7% | 67.5%-9.8pp | 78.7%-21.0pp | 68.9%-11.2pp |
| Annual return | 8.06% | 32.74%-24.7pp | 89.72%-81.7pp | 26.06%-18.0pp |
| Employer contribution / active EE | $644 | $2,588-75.1% | $4,268-84.9% | $2,596-75.2% |
| Participant deferral / active EE | $1,461 | $3,311-55.9% | $5,630-74.0% | $4,274-65.8% |
| Admin fee / account holder | $1,714 | $6,724-74.5% | $16,006-89.3% | $7,775-78.0% |