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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 | $18,528 | $90,400-79.5% | $186,193-90.0% | $87,485-78.8% |
| Participation rate | 48.3% | 66.2%-17.9pp | 77.1%-28.8pp | 68.9%-20.7pp |
| Annual return | 12.10% | 22.15%-10.0pp | 78.03%-65.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $531 | $2,170-75.5% | $3,918-86.4% | $2,596-79.5% |
| Participant deferral / active EE | $1,915 | $4,330-55.8% | $6,513-70.6% | $4,274-55.2% |
| Admin fee / account holder | $352 | $8,673-95.9% | $11,058-96.8% | $7,775-95.5% |