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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 | $24,958 | $76,407-67.3% | $150,298-83.4% | $82,448-69.7% |
| Participation rate | 36.0% | 66.4%-30.4pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $393 | $2,614-85.0% | $4,154-90.5% | $2,551-84.6% |
| Participant deferral / active EE | $1,479 | $3,214-54.0% | $5,453-72.9% | $4,139-64.3% |
| Admin fee / account holder | $787 | $6,352-87.6% | $14,116-94.4% | $7,234-89.1% |