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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 | $24,637 | $46,732-47.3% | $156,551-84.3% | $55,167-55.3% |
| Participation rate | 50.9% | 65.8%-14.9pp | 84.0%-33.1pp | 69.0%-18.1pp |
| Annual return | 4.53% | 17.72%-13.2pp | 32.23%-27.7pp | 169.23%-164.7pp |
| Employer contribution / active EE | $584 | $2,105-72.3% | $5,501-89.4% | $1,963-70.3% |
| Participant deferral / active EE | $873 | $2,204-60.4% | $4,871-82.1% | $3,054-71.4% |
| Admin fee / account holder | $1,639 | $418+291.8% | $13,028-87.4% | $504+225.3% |