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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 | $24,654 | $77,164-68.0% | $178,014-86.2% | $80,874-69.5% |
| Participation rate | 47.9% | 65.7%-17.8pp | 77.1%-29.2pp | 67.6%-19.7pp |
| Annual return | 7.72% | 18.09%-10.4pp | 294.80%-287.1pp | 35.62%-27.9pp |
| Employer contribution / active EE | $952 | $2,288-58.4% | $3,950-75.9% | $2,756-65.5% |
| Participant deferral / active EE | $1,757 | $4,408-60.1% | $6,276-72.0% | $4,297-59.1% |
| Admin fee / account holder | $7,699 | $7,164+7.5% | $10,362-25.7% | $6,935+11.0% |