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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 | $21,560 | $81,358-73.5% | $155,556-86.1% | $80,959-73.4% |
| Participation rate | 56.3% | 66.3%-9.9pp | 78.2%-21.9pp | 67.7%-11.3pp |
| Annual return | 9.70% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $863 | $3,106-72.2% | $4,675-81.5% | $2,757-68.7% |
| Participant deferral / active EE | $1,133 | $3,455-67.2% | $5,631-79.9% | $4,300-73.7% |
| Admin fee / account holder | $882 | $7,994-89.0% | $15,885-94.5% | $6,925-87.3% |