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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 | $86,050-71.4% | $189,758-87.0% | $94,015-73.8% |
| Participation rate | 42.0% | 68.9%-26.9pp | 79.8%-37.8pp | 70.8%-28.8pp |
| Annual return | 9.08% | 17.77%-8.7pp | 52.62%-43.5pp | 17.84%-8.8pp |
| Employer contribution / active EE | $877 | $2,819-68.9% | $4,767-81.6% | $2,790-68.6% |
| Participant deferral / active EE | $1,091 | $3,349-67.4% | $5,856-81.4% | $4,249-74.3% |
| Admin fee / account holder | $2,386 | $6,627-64.0% | $20,388-88.3% | $8,951-73.3% |