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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 | $21,095 | $51,222-58.8% | $70,544-70.1% | $75,173-71.9% |
| Participation rate | 41.0% | 61.0%-19.9pp | 68.4%-27.3pp | 67.2%-26.2pp |
| Annual return | 10.64% | 30.06%-19.4pp | 32.79%-22.2pp | 160.72%-150.1pp |
| Employer contribution / active EE | $994 | $1,827-45.6% | $2,976-66.6% | $2,671-62.8% |
| Participant deferral / active EE | $1,663 | $2,850-41.7% | $4,568-63.6% | $4,126-59.7% |
| Admin fee / account holder | $16,045 | $4,096+291.8% | $6,427+149.7% | $5,651+184.0% |