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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 | $23,679 | $78,690-69.9% | $161,489-85.3% | $87,485-72.9% |
| Participation rate | 25.5% | 67.5%-42.0pp | 78.7%-53.2pp | 68.9%-43.5pp |
| Annual return | 11.73% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.3pp |
| Employer contribution / active EE | $769 | $2,588-70.3% | $4,268-82.0% | $2,596-70.4% |
| Participant deferral / active EE | $1,047 | $3,311-68.4% | $5,630-81.4% | $4,274-75.5% |
| Admin fee / account holder | $1,534 | $6,724-77.2% | $16,006-90.4% | $7,775-80.3% |