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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 | $23,794 | $77,814-69.4% | $158,223-85.0% | $86,983-72.6% |
| Participation rate | 64.3% | 68.4%-4.1pp | 79.2%-14.9pp | 69.5%-5.3pp |
| Annual return | 11.71% | 30.54%-18.8pp | 52.09%-40.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $541 | $2,592-79.1% | $4,109-86.8% | $2,584-79.1% |
| Participant deferral / active EE | $2,336 | $3,270-28.5% | $5,467-57.3% | $4,194-44.3% |
| Admin fee / account holder | $741 | $5,879-87.4% | $16,047-95.4% | $7,856-90.6% |