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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 | $81,276-75.1% | $155,574-87.0% | $80,925-75.0% |
| Participation rate | 30.5% | 66.2%-35.7pp | 78.2%-47.7pp | 67.7%-37.1pp |
| Annual return | 10.35% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $576 | $3,103-81.4% | $4,676-87.7% | $2,756-79.1% |
| Participant deferral / active EE | $1,000 | $3,453-71.0% | $5,629-82.2% | $4,299-76.7% |
| Admin fee / account holder | $7,493 | $7,993-6.3% | $15,914-52.9% | $6,940+8.0% |