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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 | $24,672 | $45,343-45.6% | $150,298-83.6% | $67,986-63.7% |
| Participation rate | 23.5% | 51.9%-28.3pp | 77.8%-54.2pp | 57.2%-33.7pp |
| Annual return | 10.20% | 33.28%-23.1pp | 62.79%-52.6pp | 31.67%-21.5pp |
| Employer contribution / active EE | $512 | $1,462-65.0% | $4,154-87.7% | $2,019-74.6% |
| Participant deferral / active EE | $975 | $2,055-52.5% | $5,453-82.1% | $3,358-71.0% |
| Admin fee / account holder | $10,578 | $2,250+370.2% | $14,116-25.1% | $3,203+230.2% |