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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 | $25,000 | $76,407-67.3% | $150,298-83.4% | $82,448-69.7% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.2pp | 68.1%-27.5pp |
| Annual return | 11.82% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $829 | $2,614-68.3% | $4,154-80.1% | $2,551-67.5% |
| Participant deferral / active EE | $1,455 | $3,214-54.7% | $5,453-73.3% | $4,139-64.9% |
| Admin fee / account holder | $2,357 | $6,352-62.9% | $14,116-83.3% | $7,234-67.4% |