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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 | $23,075 | $95,383-75.8% | $185,837-87.6% | $85,856-73.1% |
| Participation rate | 51.0% | 68.8%-17.8pp | 81.7%-30.7pp | 69.3%-18.3pp |
| Annual return | 5.32% | 23.59%-18.3pp | 122.08%-116.8pp | 318.58%-313.3pp |
| Employer contribution / active EE | $628 | $3,313-81.1% | $5,168-87.9% | $2,565-75.5% |
| Participant deferral / active EE | $1,261 | $3,423-63.2% | $5,568-77.4% | $3,952-68.1% |
| Admin fee / account holder | $28,820 | $7,213+299.6% | $16,241+77.4% | $6,261+360.3% |