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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 | $25,772 | $81,276-68.3% | $155,574-83.4% | $80,925-68.2% |
| Participation rate | 36.7% | 66.2%-29.6pp | 78.2%-41.5pp | 67.7%-31.0pp |
| Annual return | 10.54% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,052 | $3,103-66.1% | $4,676-77.5% | $2,756-61.8% |
| Participant deferral / active EE | $2,133 | $3,453-38.2% | $5,629-62.1% | $4,299-50.4% |
| Admin fee / account holder | $712 | $7,993-91.1% | $15,914-95.5% | $6,940-89.7% |