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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 | $21,976 | $81,331-73.0% | $155,534-85.9% | $80,935-72.8% |
| Participation rate | 54.8% | 66.3%-11.5pp | 78.2%-23.5pp | 67.7%-12.9pp |
| Annual return | 9.46% | 33.37%-23.9pp | 64.92%-55.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $661 | $3,105-78.7% | $4,675-85.9% | $2,757-76.0% |
| Participant deferral / active EE | $1,645 | $3,454-52.4% | $5,630-70.8% | $4,299-61.7% |
| Admin fee / account holder | $1,737 | $7,999-78.3% | $15,900-89.1% | $6,924-74.9% |