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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 | $78,027-68.4% | $178,528-86.2% | $80,925-69.5% |
| Participation rate | 47.9% | 65.7%-17.8pp | 77.1%-29.2pp | 67.7%-19.7pp |
| Annual return | 7.72% | 18.09%-10.4pp | 27.11%-19.4pp | 35.65%-27.9pp |
| Employer contribution / active EE | $952 | $2,281-58.3% | $3,950-75.9% | $2,756-65.5% |
| Participant deferral / active EE | $1,757 | $4,408-60.1% | $6,278-72.0% | $4,299-59.1% |
| Admin fee / account holder | $7,699 | $7,168+7.4% | $10,419-26.1% | $6,940+10.9% |