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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 | $18,264 | $77,638-76.5% | $156,551-88.3% | $62,881-71.0% |
| Participation rate | 46.7% | 71.2%-24.5pp | 84.0%-37.3pp | 69.3%-22.6pp |
| Annual return | 4.22% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $952 | $3,444-72.3% | $5,501-82.7% | $2,281-58.2% |
| Participant deferral / active EE | $2,598 | $3,046-14.7% | $4,871-46.7% | $3,203-18.9% |
| Admin fee / account holder | $2,422 | $5,561-56.4% | $13,028-81.4% | $4,296-43.6% |