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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 | $76,834-28.1% | $108,359-49.0% | $87,485-36.8% |
| Participation rate | 20.0% | 61.7%-41.7pp | 70.1%-50.1pp | 68.9%-48.9pp |
| Annual return | 10.43% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $641 | $1,556-58.8% | $2,399-73.3% | $2,596-75.3% |
| Participant deferral / active EE | $1,297 | $3,100-58.2% | $4,137-68.6% | $4,274-69.7% |
| Admin fee / account holder | $859 | $6,537-86.9% | $9,741-91.2% | $7,775-88.9% |