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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 | $22,492 | $77,908-71.1% | $149,696-85.0% | $75,173-70.1% |
| Participation rate | 62.9% | 65.6%-2.7pp | 78.8%-15.9pp | 67.2%-4.3pp |
| Annual return | 9.38% | 31.73%-22.3pp | 134.46%-125.1pp | 160.72%-151.3pp |
| Employer contribution / active EE | $573 | $3,138-81.7% | $4,821-88.1% | $2,671-78.5% |
| Participant deferral / active EE | $1,914 | $3,411-43.9% | $5,682-66.3% | $4,126-53.6% |
| Admin fee / account holder | $8,859 | $5,950+48.9% | $13,212-32.9% | $5,651+56.8% |