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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 | $25,364 | $53,128-52.3% | $86,582-70.7% | $70,126-63.8% |
| Participation rate | 31.5% | 65.3%-33.8pp | 73.5%-42.1pp | 69.5%-38.1pp |
| Annual return | 11.17% | 27.66%-16.5pp | 965.08%-953.9pp | 73.15%-62.0pp |
| Employer contribution / active EE | $926 | $2,068-55.2% | $2,839-67.4% | $2,343-60.5% |
| Participant deferral / active EE | $1,159 | $2,695-57.0% | $3,609-67.9% | $3,332-65.2% |
| Admin fee / account holder | $3,120 | $3,584-12.9% | $4,904-36.4% | $4,645-32.8% |