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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 | $24,551 | $91,179-73.1% | $178,499-86.2% | $79,852-69.3% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 5.25% | 24.19%-18.9pp | 151.10%-145.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $498 | $3,256-84.7% | $5,011-90.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,074 | $3,236-66.8% | $5,202-79.3% | $3,740-71.3% |
| Admin fee / account holder | $2,240 | $6,749-66.8% | $13,986-84.0% | $5,306-57.8% |