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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 | $20,732 | $78,690-73.7% | $161,489-87.2% | $87,485-76.3% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 10.53% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $821 | $2,588-68.3% | $4,268-80.8% | $2,596-68.4% |
| Participant deferral / active EE | $2,207 | $3,311-33.3% | $5,630-60.8% | $4,274-48.4% |
| Admin fee / account holder | $10,355 | $6,724+54.0% | $16,006-35.3% | $7,775+33.2% |