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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 | $23,858 | $56,544-57.8% | $75,501-68.4% | $70,126-66.0% |
| Participation rate | 68.0% | 68.1%-0.1pp | 72.4%-4.4pp | 69.5%-1.5pp |
| Annual return | 7.66% | 23.59%-15.9pp | 27.35%-19.7pp | 73.15%-65.5pp |
| Employer contribution / active EE | $813 | $1,817-55.2% | $2,352-65.4% | $2,343-65.3% |
| Participant deferral / active EE | $1,123 | $2,580-56.5% | $3,142-64.3% | $3,332-66.3% |
| Admin fee / account holder | $14,485 | $3,827+278.5% | $5,801+149.7% | $4,645+211.8% |