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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 | $55,250 | $73,787-25.1% | $98,716-44.0% | $82,448-33.0% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 10.43% | 18.57%-8.1pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $641 | $1,511-57.6% | $2,279-71.9% | $2,551-74.9% |
| Participant deferral / active EE | $1,297 | $3,081-57.9% | $4,048-68.0% | $4,139-68.7% |
| Admin fee / account holder | $859 | $6,500-86.8% | $8,703-90.1% | $7,234-88.1% |