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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 | $25,974 | $52,682-50.7% | $78,004-66.7% | $64,097-59.5% |
| Participation rate | 26.0% | 47.7%-21.7pp | 69.4%-43.4pp | 55.2%-29.2pp |
| Annual return | 12.10% | 22.45%-10.4pp | 31.07%-19.0pp | 34.64%-22.5pp |
| Employer contribution / active EE | $608 | $1,323-54.0% | $2,469-75.4% | $1,891-67.8% |
| Participant deferral / active EE | $985 | $2,346-58.0% | $4,092-75.9% | $3,080-68.0% |
| Admin fee / account holder | $1,222 | $5,420-77.4% | $7,578-83.9% | $3,454-64.6% |