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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 | $26,470 | $81,331-67.5% | $155,534-83.0% | $80,935-67.3% |
| Participation rate | 23.1% | 66.3%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 5.46% | 33.37%-27.9pp | 64.92%-59.5pp | 35.66%-30.2pp |
| Employer contribution / active EE | $549 | $3,105-82.3% | $4,675-88.2% | $2,757-80.1% |
| Participant deferral / active EE | $1,563 | $3,454-54.8% | $5,630-72.2% | $4,299-63.7% |
| Admin fee / account holder | $542 | $7,999-93.2% | $15,900-96.6% | $6,924-92.2% |