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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 | $25,723 | $79,449-67.6% | $189,575-86.4% | $85,847-70.0% |
| Participation rate | 41.0% | 66.0%-25.0pp | 78.4%-37.4pp | 69.3%-28.3pp |
| Annual return | 11.00% | 18.45%-7.4pp | 64.19%-53.2pp | 318.61%-307.6pp |
| Employer contribution / active EE | $938 | $2,081-54.9% | $4,412-78.7% | $2,565-63.4% |
| Participant deferral / active EE | $1,480 | $4,051-63.5% | $6,174-76.0% | $3,952-62.6% |
| Admin fee / account holder | $532 | $5,377-90.1% | $9,806-94.6% | $6,261-91.5% |