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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 | $23,781 | $69,590-65.8% | $136,867-82.6% | $94,015-74.7% |
| Participation rate | 53.1% | 66.3%-13.3pp | 74.5%-21.5pp | 70.8%-17.8pp |
| Annual return | 9.69% | 19.62%-9.9pp | 42.97%-33.3pp | 17.84%-8.2pp |
| Employer contribution / active EE | $451 | $2,396-81.2% | $3,547-87.3% | $2,790-83.8% |
| Participant deferral / active EE | $1,536 | $3,437-55.3% | $4,924-68.8% | $4,249-63.8% |
| Admin fee / account holder | $19,331 | $8,912+116.9% | $10,340+86.9% | $8,951+116.0% |