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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 | $81,276-67.4% | $155,574-83.0% | $80,925-67.3% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 5.46% | 33.36%-27.9pp | 64.87%-59.4pp | 35.65%-30.2pp |
| Employer contribution / active EE | $549 | $3,103-82.3% | $4,676-88.2% | $2,756-80.1% |
| Participant deferral / active EE | $1,563 | $3,453-54.7% | $5,629-72.2% | $4,299-63.6% |
| Admin fee / account holder | $542 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |