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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 | $23,988 | $64,920-63.0% | $103,693-76.9% | $86,983-72.4% |
| Participation rate | 27.0% | 63.6%-36.6pp | 72.6%-45.6pp | 69.5%-42.5pp |
| Annual return | 9.98% | 30.29%-20.3pp | 47.61%-37.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $499 | $2,141-76.7% | $2,920-82.9% | $2,584-80.7% |
| Participant deferral / active EE | $972 | $3,241-70.0% | $4,579-78.8% | $4,194-76.8% |
| Admin fee / account holder | $3,131 | $6,191-49.4% | $7,858-60.2% | $7,856-60.1% |