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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 | $20,425 | $77,908-73.8% | $149,696-86.4% | $75,173-72.8% |
| Participation rate | 37.5% | 65.6%-28.1pp | 78.8%-41.3pp | 67.2%-29.7pp |
| Annual return | 11.89% | 31.73%-19.8pp | 134.46%-122.6pp | 160.72%-148.8pp |
| Employer contribution / active EE | $986 | $3,138-68.6% | $4,821-79.6% | $2,671-63.1% |
| Participant deferral / active EE | $2,410 | $3,411-29.4% | $5,682-57.6% | $4,126-41.6% |
| Admin fee / account holder | $11,903 | $5,950+100.1% | $13,212-9.9% | $5,651+110.6% |