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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 | $26,856 | $86,050-68.8% | $189,758-85.8% | $94,015-71.4% |
| Participation rate | 60.0% | 68.9%-8.9pp | 79.8%-19.8pp | 70.8%-10.8pp |
| Annual return | 8.64% | 17.77%-9.1pp | 52.62%-44.0pp | 17.84%-9.2pp |
| Employer contribution / active EE | $912 | $2,819-67.7% | $4,767-80.9% | $2,790-67.3% |
| Participant deferral / active EE | $2,447 | $3,349-26.9% | $5,856-58.2% | $4,249-42.4% |
| Admin fee / account holder | $610 | $6,627-90.8% | $20,388-97.0% | $8,951-93.2% |