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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 | $81,276-71.5% | $155,574-85.1% | $80,925-71.4% |
| Participation rate | 38.1% | 66.2%-28.2pp | 78.2%-40.1pp | 67.7%-29.6pp |
| Annual return | 6.66% | 33.36%-26.7pp | 64.87%-58.2pp | 35.65%-29.0pp |
| Employer contribution / active EE | $817 | $3,103-73.7% | $4,676-82.5% | $2,756-70.3% |
| Participant deferral / active EE | $1,197 | $3,453-65.3% | $5,629-78.7% | $4,299-72.2% |
| Admin fee / account holder | $5,184 | $7,993-35.1% | $15,914-67.4% | $6,940-25.3% |