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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 | $22,128 | $77,920-71.6% | $149,723-85.2% | $75,177-70.6% |
| Participation rate | 40.4% | 65.6%-25.2pp | 78.8%-38.4pp | 67.2%-26.8pp |
| Annual return | 12.70% | 31.72%-19.0pp | 134.50%-121.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $575 | $3,138-81.7% | $4,821-88.1% | $2,671-78.5% |
| Participant deferral / active EE | $1,005 | $3,411-70.6% | $5,682-82.3% | $4,126-75.7% |
| Admin fee / account holder | $1,042 | $5,951-82.5% | $13,215-92.1% | $5,651-81.6% |