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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 | $19,553 | $77,901-74.9% | $149,717-86.9% | $75,181-74.0% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.1pp | 67.2%-26.6pp |
| Annual return | 8.65% | 31.73%-23.1pp | 134.41%-125.8pp | 160.69%-152.0pp |
| Employer contribution / active EE | $1,048 | $3,137-66.6% | $4,820-78.3% | $2,671-60.8% |
| Participant deferral / active EE | $1,408 | $3,411-58.7% | $5,682-75.2% | $4,126-65.9% |
| Admin fee / account holder | $24,505 | $5,949+311.9% | $13,213+85.5% | $5,650+333.7% |