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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 | $23,027 | $62,672-63.3% | $185,117-87.6% | $70,126-67.2% |
| Participation rate | 31.7% | 63.8%-32.1pp | 77.3%-45.6pp | 69.5%-37.8pp |
| Annual return | 12.59% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $572 | $1,753-67.4% | $4,182-86.3% | $2,343-75.6% |
| Participant deferral / active EE | $1,792 | $3,272-45.2% | $5,045-64.5% | $3,332-46.2% |
| Admin fee / account holder | $21,866 | $3,932+456.1% | $8,159+168.0% | $4,645+370.7% |