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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 | $26,181 | $84,236-68.9% | $170,435-84.6% | $70,126-62.7% |
| Participation rate | 35.0% | 70.8%-35.8pp | 83.6%-48.6pp | 69.5%-34.5pp |
| Annual return | 11.95% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $544 | $3,387-83.9% | $5,432-90.0% | $2,343-76.8% |
| Participant deferral / active EE | $1,315 | $3,086-57.4% | $4,939-73.4% | $3,332-60.5% |
| Admin fee / account holder | $2,000 | $5,698-64.9% | $13,881-85.6% | $4,645-56.9% |