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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 | $21,141 | $62,672-66.3% | $185,117-88.6% | $70,126-69.9% |
| Participation rate | 50.9% | 63.8%-12.8pp | 77.3%-26.3pp | 69.5%-18.6pp |
| Annual return | 12.21% | 40.79%-28.6pp | 40.50%-28.3pp | 73.15%-60.9pp |
| Employer contribution / active EE | $868 | $1,753-50.5% | $4,182-79.2% | $2,343-63.0% |
| Participant deferral / active EE | $1,255 | $3,272-61.6% | $5,045-75.1% | $3,332-62.3% |
| Admin fee / account holder | $6,675 | $3,932+69.8% | $8,159-18.2% | $4,645+43.7% |