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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 | $20,250 | $54,763-63.0% | $90,324-77.6% | $72,976-72.3% |
| Participation rate | 58.5% | 65.2%-6.6pp | 73.3%-14.7pp | 69.5%-11.0pp |
| Annual return | 6.07% | 30.63%-24.6pp | 78.15%-72.1pp | 81.02%-75.0pp |
| Employer contribution / active EE | $523 | $2,093-75.0% | $2,856-81.7% | $2,440-78.6% |
| Participant deferral / active EE | $1,486 | $2,887-48.5% | $3,885-61.8% | $3,608-58.8% |
| Admin fee / account holder | $1,410 | $3,973-64.5% | $5,356-73.7% | $5,124-72.5% |