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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 | $76,407-72.9% | $150,298-86.2% | $82,448-74.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 10.53% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $821 | $2,614-68.6% | $4,154-80.2% | $2,551-67.8% |
| Participant deferral / active EE | $2,207 | $3,214-31.3% | $5,453-59.5% | $4,139-46.7% |
| Admin fee / account holder | $10,355 | $6,352+63.0% | $14,116-26.6% | $7,234+43.1% |