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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 | $78,690-69.8% | $161,489-85.3% | $87,485-72.8% |
| Participation rate | 64.3% | 67.5%-3.2pp | 78.7%-14.4pp | 68.9%-4.6pp |
| Annual return | 11.71% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $541 | $2,588-79.1% | $4,268-87.3% | $2,596-79.2% |
| Participant deferral / active EE | $2,336 | $3,311-29.4% | $5,630-58.5% | $4,274-45.3% |
| Admin fee / account holder | $741 | $6,724-89.0% | $16,006-95.4% | $7,775-90.5% |