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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 | $77,814-68.4% | $158,223-84.5% | $86,983-71.7% |
| Participation rate | 42.0% | 68.4%-26.4pp | 79.2%-37.2pp | 69.5%-27.5pp |
| Annual return | 9.08% | 30.54%-21.5pp | 52.09%-43.0pp | 25.83%-16.8pp |
| Employer contribution / active EE | $877 | $2,592-66.2% | $4,109-78.7% | $2,584-66.1% |
| Participant deferral / active EE | $1,091 | $3,270-66.6% | $5,467-80.0% | $4,194-74.0% |
| Admin fee / account holder | $2,386 | $5,879-59.4% | $16,047-85.1% | $7,856-69.6% |