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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 | $81,331-73.0% | $155,534-85.9% | $80,935-72.8% |
| Participation rate | 53.0% | 66.3%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 5.72% | 33.37%-27.6pp | 64.92%-59.2pp | 35.66%-29.9pp |
| Employer contribution / active EE | $528 | $3,105-83.0% | $4,675-88.7% | $2,757-80.8% |
| Participant deferral / active EE | $2,112 | $3,454-38.9% | $5,630-62.5% | $4,299-50.9% |
| Admin fee / account holder | $1,501 | $7,999-81.2% | $15,900-90.6% | $6,924-78.3% |