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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 | $23,518 | $81,331-71.1% | $155,534-84.9% | $80,935-70.9% |
| Participation rate | 63.9% | 66.3%-2.3pp | 78.2%-14.3pp | 67.7%-3.7pp |
| Annual return | 9.35% | 33.37%-24.0pp | 64.92%-55.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,029 | $3,105-66.9% | $4,675-78.0% | $2,757-62.7% |
| Participant deferral / active EE | $1,608 | $3,454-53.4% | $5,630-71.4% | $4,299-62.6% |
| Admin fee / account holder | $3,718 | $7,999-53.5% | $15,900-76.6% | $6,924-46.3% |