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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 | $20,443 | $84,236-75.7% | $170,439-88.0% | $70,124-70.8% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 4.12% | 23.06%-18.9pp | 205.94%-201.8pp | 73.14%-69.0pp |
| Employer contribution / active EE | $770 | $3,387-77.3% | $5,433-85.8% | $2,342-67.1% |
| Participant deferral / active EE | $1,345 | $3,086-56.4% | $4,939-72.8% | $3,332-59.6% |
| Admin fee / account holder | $6,241 | $5,698+9.5% | $13,881-55.0% | $4,645+34.4% |