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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 | $22,859 | $81,331-71.9% | $155,534-85.3% | $80,935-71.8% |
| Participation rate | 51.1% | 66.3%-15.2pp | 78.2%-27.2pp | 67.7%-16.6pp |
| Annual return | 10.53% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $994 | $3,105-68.0% | $4,675-78.7% | $2,757-63.9% |
| Participant deferral / active EE | $3,269 | $3,454-5.4% | $5,630-41.9% | $4,299-24.0% |
| Admin fee / account holder | $12,847 | $7,999+60.6% | $15,900-19.2% | $6,924+85.5% |