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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 | $24,639 | $84,236-70.8% | $170,435-85.5% | $70,126-64.9% |
| Participation rate | 56.4% | 70.8%-14.4pp | 83.6%-27.2pp | 69.5%-13.1pp |
| Annual return | 11.79% | 23.06%-11.3pp | 205.94%-194.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $597 | $3,387-82.4% | $5,432-89.0% | $2,343-74.5% |
| Participant deferral / active EE | $1,495 | $3,086-51.6% | $4,939-69.7% | $3,332-55.1% |
| Admin fee / account holder | $3,425 | $5,698-39.9% | $13,881-75.3% | $4,645-26.3% |