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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 | $24,560 | $57,541-57.3% | $95,740-74.3% | $75,173-67.3% |
| Participation rate | 42.9% | 62.5%-19.7pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 11.61% | 34.93%-23.3pp | 28.41%-16.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $914 | $1,808-49.4% | $2,836-67.8% | $2,671-65.8% |
| Participant deferral / active EE | $2,687 | $3,074-12.6% | $4,244-36.7% | $4,126-34.9% |
| Admin fee / account holder | $687 | $4,099-83.2% | $5,676-87.9% | $5,651-87.8% |