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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 | $25,102 | $49,976-49.8% | $66,674-62.4% | $82,637-69.6% |
| Participation rate | 42.3% | 63.1%-20.8pp | 73.7%-31.4pp | 68.1%-25.7pp |
| Annual return | 11.24% | 39.09%-27.9pp | 321.24%-310.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $577 | $1,988-71.0% | $2,620-78.0% | $2,552-77.4% |
| Participant deferral / active EE | $1,092 | $2,847-61.6% | $4,084-73.3% | $4,126-73.5% |
| Admin fee / account holder | $5,744 | $4,594+25.1% | $5,098+12.7% | $7,339-21.7% |