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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 | $23,268 | $78,690-70.4% | $161,489-85.6% | $87,485-73.4% |
| Participation rate | 40.9% | 67.5%-26.6pp | 78.7%-37.8pp | 68.9%-28.0pp |
| Annual return | 12.10% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $593 | $2,588-77.1% | $4,268-86.1% | $2,596-77.1% |
| Participant deferral / active EE | $1,506 | $3,311-54.5% | $5,630-73.3% | $4,274-64.8% |
| Admin fee / account holder | $10,722 | $6,724+59.5% | $16,006-33.0% | $7,775+37.9% |