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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 | $24,565 | $77,908-68.5% | $149,696-83.6% | $75,173-67.3% |
| Participation rate | 38.9% | 65.6%-26.7pp | 78.8%-39.9pp | 67.2%-28.3pp |
| Annual return | 10.12% | 31.73%-21.6pp | 134.46%-124.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $614 | $3,138-80.4% | $4,821-87.3% | $2,671-77.0% |
| Participant deferral / active EE | $2,049 | $3,411-39.9% | $5,682-63.9% | $4,126-50.3% |
| Admin fee / account holder | $8,461 | $5,950+42.2% | $13,212-36.0% | $5,651+49.7% |