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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 | $27,417 | $75,541-63.7% | $152,093-82.0% | $82,637-66.8% |
| Participation rate | 50.6% | 66.5%-15.9pp | 77.8%-27.1pp | 68.1%-17.4pp |
| Annual return | 10.65% | 32.56%-21.9pp | 66.36%-55.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $922 | $2,622-64.8% | $4,175-77.9% | $2,552-63.9% |
| Participant deferral / active EE | $1,546 | $3,206-51.8% | $5,451-71.6% | $4,126-62.5% |
| Admin fee / account holder | $1,703 | $6,405-73.4% | $14,497-88.2% | $7,339-76.8% |