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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 | $20,226 | $81,358-75.1% | $155,556-87.0% | $80,959-75.0% |
| Participation rate | 30.5% | 66.3%-35.8pp | 78.2%-47.7pp | 67.7%-37.2pp |
| Annual return | 10.35% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $576 | $3,106-81.4% | $4,675-87.7% | $2,757-79.1% |
| Participant deferral / active EE | $1,000 | $3,455-71.0% | $5,631-82.2% | $4,300-76.7% |
| Admin fee / account holder | $7,493 | $7,994-6.3% | $15,885-52.8% | $6,925+8.2% |