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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 | $20,269 | $81,276-75.1% | $155,574-87.0% | $80,925-75.0% |
| Participation rate | 41.5% | 66.2%-24.8pp | 78.2%-36.7pp | 67.7%-26.2pp |
| Annual return | 9.20% | 33.36%-24.2pp | 64.87%-55.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $898 | $3,103-71.0% | $4,676-80.8% | $2,756-67.4% |
| Participant deferral / active EE | $1,231 | $3,453-64.3% | $5,629-78.1% | $4,299-71.4% |
| Admin fee / account holder | $16,517 | $7,993+106.6% | $15,914+3.8% | $6,940+138.0% |