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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 | $21,981 | $81,262-72.9% | $155,602-85.9% | $80,911-72.8% |
| Participation rate | 53.0% | 66.2%-13.2pp | 78.2%-25.2pp | 67.6%-14.6pp |
| Annual return | 5.72% | 33.34%-27.6pp | 64.81%-59.1pp | 35.63%-29.9pp |
| Employer contribution / active EE | $528 | $3,102-83.0% | $4,675-88.7% | $2,756-80.8% |
| Participant deferral / active EE | $2,112 | $3,451-38.8% | $5,629-62.5% | $4,297-50.9% |
| Admin fee / account holder | $1,501 | $7,992-81.2% | $15,923-90.6% | $6,935-78.4% |