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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 | $24,586 | $76,407-67.8% | $150,298-83.6% | $82,448-70.2% |
| Participation rate | 42.0% | 66.4%-24.4pp | 77.8%-35.7pp | 68.1%-26.0pp |
| Annual return | 9.08% | 39.99%-30.9pp | 62.79%-53.7pp | 41.64%-32.6pp |
| Employer contribution / active EE | $877 | $2,614-66.4% | $4,154-78.9% | $2,551-65.6% |
| Participant deferral / active EE | $1,091 | $3,214-66.0% | $5,453-80.0% | $4,139-73.6% |
| Admin fee / account holder | $2,386 | $6,352-62.4% | $14,116-83.1% | $7,234-67.0% |