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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 | $26,022 | $76,834-66.1% | $108,359-76.0% | $87,485-70.3% |
| Participation rate | 41.9% | 61.7%-19.9pp | 70.1%-28.3pp | 68.9%-27.1pp |
| Annual return | 5.54% | 19.09%-13.5pp | 36.89%-31.4pp | 26.06%-20.5pp |
| Employer contribution / active EE | $622 | $1,556-60.1% | $2,399-74.1% | $2,596-76.1% |
| Participant deferral / active EE | $1,514 | $3,100-51.2% | $4,137-63.4% | $4,274-64.6% |
| Admin fee / account holder | $8,515 | $6,537+30.3% | $9,741-12.6% | $7,775+9.5% |