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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 | $21,264 | $45,087-52.8% | $69,483-69.4% | $72,976-70.9% |
| Participation rate | 61.4% | 68.5%-7.1pp | 74.6%-13.2pp | 69.5%-8.1pp |
| Annual return | 4.37% | 22.67%-18.3pp | 28.99%-24.6pp | 81.02%-76.6pp |
| Employer contribution / active EE | $954 | $2,055-53.6% | $2,780-65.7% | $2,440-60.9% |
| Participant deferral / active EE | $1,167 | $2,603-55.2% | $3,537-67.0% | $3,608-67.7% |
| Admin fee / account holder | $10,626 | $3,057+247.6% | $3,841+176.6% | $5,124+107.4% |