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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 | $25,107 | $81,358-69.1% | $155,556-83.9% | $80,959-69.0% |
| Participation rate | 38.7% | 66.3%-27.6pp | 78.2%-39.5pp | 67.7%-29.0pp |
| Annual return | 7.57% | 33.39%-25.8pp | 64.84%-57.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $811 | $3,106-73.9% | $4,675-82.7% | $2,757-70.6% |
| Participant deferral / active EE | $1,982 | $3,455-42.6% | $5,631-64.8% | $4,300-53.9% |
| Admin fee / account holder | $5,055 | $7,994-36.8% | $15,885-68.2% | $6,925-27.0% |