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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 | $23,151 | $81,358-71.5% | $155,556-85.1% | $80,959-71.4% |
| Participation rate | 38.1% | 66.3%-28.2pp | 78.2%-40.1pp | 67.7%-29.6pp |
| Annual return | 6.66% | 33.39%-26.7pp | 64.84%-58.2pp | 35.67%-29.0pp |
| Employer contribution / active EE | $817 | $3,106-73.7% | $4,675-82.5% | $2,757-70.4% |
| Participant deferral / active EE | $1,197 | $3,455-65.4% | $5,631-78.8% | $4,300-72.2% |
| Admin fee / account holder | $5,184 | $7,994-35.1% | $15,885-67.4% | $6,925-25.1% |