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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 | $64,920-63.4% | $103,693-77.1% | $86,983-72.7% |
| Participation rate | 53.1% | 63.6%-10.5pp | 72.6%-19.6pp | 69.5%-16.5pp |
| Annual return | 9.69% | 30.29%-20.6pp | 47.61%-37.9pp | 25.83%-16.1pp |
| Employer contribution / active EE | $451 | $2,141-78.9% | $2,920-84.6% | $2,584-82.5% |
| Participant deferral / active EE | $1,536 | $3,241-52.6% | $4,579-66.5% | $4,194-63.4% |
| Admin fee / account holder | $19,331 | $6,191+212.2% | $7,858+146.0% | $7,856+146.1% |