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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 | $22,796 | $56,054-59.3% | $171,082-86.7% | $62,881-63.7% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 4.77% | 22.52%-17.8pp | 32.56%-27.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $410 | $1,731-76.3% | $4,002-89.7% | $2,281-82.0% |
| Participant deferral / active EE | $3,317 | $3,158+5.0% | $4,797-30.9% | $3,203+3.5% |
| Admin fee / account holder | $13,901 | $3,647+281.2% | $8,520+63.2% | $4,296+223.6% |