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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 | $76,407-69.5% | $150,298-84.5% | $82,448-71.8% |
| Participation rate | 40.9% | 66.4%-25.5pp | 77.8%-36.9pp | 68.1%-27.2pp |
| Annual return | 12.10% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $593 | $2,614-77.3% | $4,154-85.7% | $2,551-76.7% |
| Participant deferral / active EE | $1,506 | $3,214-53.2% | $5,453-72.4% | $4,139-63.6% |
| Admin fee / account holder | $10,722 | $6,352+68.8% | $14,116-24.0% | $7,234+48.2% |