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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 | $19,818 | $91,198-78.3% | $178,503-88.9% | $79,856-75.2% |
| Participation rate | 53.6% | 69.2%-15.6pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 5.20% | 24.20%-19.0pp | 151.12%-145.9pp | 31.71%-26.5pp |
| Employer contribution / active EE | $654 | $3,257-79.9% | $5,011-87.0% | $2,471-73.5% |
| Participant deferral / active EE | $2,551 | $3,237-21.2% | $5,202-51.0% | $3,741-31.8% |
| Admin fee / account holder | $1,513 | $6,748-77.6% | $13,987-89.2% | $5,306-71.5% |