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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 | $77,814-73.4% | $158,223-86.9% | $86,983-76.2% |
| Participation rate | 60.0% | 68.4%-8.4pp | 79.2%-19.2pp | 69.5%-9.5pp |
| Annual return | 10.53% | 30.54%-20.0pp | 52.09%-41.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $821 | $2,592-68.3% | $4,109-80.0% | $2,584-68.2% |
| Participant deferral / active EE | $2,207 | $3,270-32.5% | $5,467-59.6% | $4,194-47.4% |
| Admin fee / account holder | $10,355 | $5,879+76.1% | $16,047-35.5% | $7,856+31.8% |