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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 | $24,169 | $81,358-70.3% | $155,556-84.5% | $80,959-70.1% |
| Participation rate | 27.3% | 66.3%-39.0pp | 78.2%-51.0pp | 67.7%-40.4pp |
| Annual return | 10.11% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $442 | $3,106-85.8% | $4,675-90.5% | $2,757-84.0% |
| Participant deferral / active EE | $1,110 | $3,455-67.9% | $5,631-80.3% | $4,300-74.2% |
| Admin fee / account holder | $3,430 | $7,994-57.1% | $15,885-78.4% | $6,925-50.5% |