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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 | $77,814-69.6% | $158,223-85.0% | $86,983-72.8% |
| Participation rate | 25.5% | 68.4%-43.0pp | 79.2%-53.7pp | 69.5%-44.1pp |
| Annual return | 11.73% | 30.54%-18.8pp | 52.09%-40.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $769 | $2,592-70.3% | $4,109-81.3% | $2,584-70.2% |
| Participant deferral / active EE | $1,047 | $3,270-68.0% | $5,467-80.8% | $4,194-75.0% |
| Admin fee / account holder | $1,534 | $5,879-73.9% | $16,047-90.4% | $7,856-80.5% |