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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 | $19,827 | $81,233-75.6% | $155,567-87.3% | $80,874-75.5% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 8.75% | 33.33%-24.6pp | 64.74%-56.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $887 | $3,101-71.4% | $4,674-81.0% | $2,756-67.8% |
| Participant deferral / active EE | $1,003 | $3,452-70.9% | $5,628-82.2% | $4,297-76.7% |
| Admin fee / account holder | $3,971 | $7,998-50.3% | $15,916-75.1% | $6,935-42.7% |