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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 | $25,204 | $77,908-67.6% | $149,696-83.2% | $75,173-66.5% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 5.74% | 31.73%-26.0pp | 134.46%-128.7pp | 160.72%-155.0pp |
| Employer contribution / active EE | $598 | $3,138-80.9% | $4,821-87.6% | $2,671-77.6% |
| Participant deferral / active EE | $898 | $3,411-73.7% | $5,682-84.2% | $4,126-78.2% |
| Admin fee / account holder | $1,215 | $5,950-79.6% | $13,212-90.8% | $5,651-78.5% |