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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 | $78,690-68.8% | $161,489-84.8% | $87,485-71.9% |
| Participation rate | 42.0% | 67.5%-25.4pp | 78.7%-36.7pp | 68.9%-26.9pp |
| Annual return | 9.08% | 32.74%-23.7pp | 89.72%-80.6pp | 26.06%-17.0pp |
| Employer contribution / active EE | $877 | $2,588-66.1% | $4,268-79.5% | $2,596-66.2% |
| Participant deferral / active EE | $1,091 | $3,311-67.0% | $5,630-80.6% | $4,274-74.5% |
| Admin fee / account holder | $2,386 | $6,724-64.5% | $16,006-85.1% | $7,775-69.3% |