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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 | $22,548 | $95,415-76.4% | $185,851-87.9% | $85,851-73.7% |
| Participation rate | 36.2% | 68.8%-32.6pp | 81.7%-45.5pp | 69.3%-33.2pp |
| Annual return | 6.35% | 23.59%-17.2pp | 122.11%-115.8pp | 318.63%-312.3pp |
| Employer contribution / active EE | $651 | $3,314-80.4% | $5,168-87.4% | $2,565-74.6% |
| Participant deferral / active EE | $1,081 | $3,424-68.4% | $5,569-80.6% | $3,952-72.6% |
| Admin fee / account holder | $8,166 | $7,215+13.2% | $16,245-49.7% | $6,261+30.4% |