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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 | $23,659 | $46,877-49.5% | $122,354-80.7% | $70,126-66.3% |
| Participation rate | 40.6% | 58.2%-17.6pp | 71.6%-31.0pp | 69.5%-28.9pp |
| Annual return | 8.31% | 24.22%-15.9pp | 30.28%-22.0pp | 73.15%-64.8pp |
| Employer contribution / active EE | $477 | $1,288-63.0% | $4,051-88.2% | $2,343-79.6% |
| Participant deferral / active EE | $1,412 | $2,167-34.8% | $3,287-57.0% | $3,332-57.6% |
| Admin fee / account holder | $8,887 | $3,324+167.4% | $5,479+62.2% | $4,645+91.3% |