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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 | $24,578 | $106,749-77.0% | $145,433-83.1% | $82,448-70.2% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 11.68% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $679 | $3,444-80.3% | $4,554-85.1% | $2,551-73.4% |
| Participant deferral / active EE | $3,647 | $6,519-44.1% | $7,897-53.8% | $4,139-11.9% |
| Admin fee / account holder | $14,401 | $8,390+71.7% | $13,129+9.7% | $7,234+99.1% |