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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 | $23,196 | $60,442-61.6% | $96,754-76.0% | $87,485-73.5% |
| Participation rate | 15.2% | 58.7%-43.6pp | 70.3%-55.1pp | 68.9%-53.8pp |
| Annual return | 8.61% | 21.97%-13.4pp | 82.04%-73.4pp | 26.06%-17.4pp |
| Employer contribution / active EE | $641 | $1,691-62.1% | $2,679-76.1% | $2,596-75.3% |
| Participant deferral / active EE | $962 | $3,280-70.7% | $4,758-79.8% | $4,274-77.5% |
| Admin fee / account holder | $2,877 | $5,069-43.2% | $8,905-67.7% | $7,775-63.0% |