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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 | $78,690-68.2% | $161,489-84.5% | $87,485-71.4% |
| Participation rate | 40.6% | 67.5%-26.9pp | 78.7%-38.1pp | 68.9%-28.4pp |
| Annual return | 11.82% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $829 | $2,588-68.0% | $4,268-80.6% | $2,596-68.1% |
| Participant deferral / active EE | $1,455 | $3,311-56.1% | $5,630-74.2% | $4,274-66.0% |
| Admin fee / account holder | $2,357 | $6,724-64.9% | $16,006-85.3% | $7,775-69.7% |