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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 | $21,244 | $81,276-73.9% | $155,574-86.3% | $80,925-73.7% |
| Participation rate | 40.9% | 66.2%-25.3pp | 78.2%-37.3pp | 67.7%-26.7pp |
| Annual return | 9.63% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $847 | $3,103-72.7% | $4,676-81.9% | $2,756-69.3% |
| Participant deferral / active EE | $2,364 | $3,453-31.5% | $5,629-58.0% | $4,299-45.0% |
| Admin fee / account holder | $9,738 | $7,993+21.8% | $15,914-38.8% | $6,940+40.3% |