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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 | $21,072 | $50,820-58.5% | $155,567-86.5% | $77,671-72.9% |
| Participation rate | 28.2% | 63.1%-35.0pp | 78.2%-50.0pp | 70.6%-42.4pp |
| Annual return | 11.11% | 34.85%-23.7pp | 64.74%-53.6pp | 31.21%-20.1pp |
| Employer contribution / active EE | $522 | $1,993-73.8% | $4,674-88.8% | $2,726-80.9% |
| Participant deferral / active EE | $963 | $2,823-65.9% | $5,628-82.9% | $4,648-79.3% |
| Admin fee / account holder | $1,752 | $436+301.9% | $15,916-89.0% | $430+307.1% |