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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 | $20,630 | $45,050-54.2% | $63,018-67.3% | $70,126-70.6% |
| Participation rate | 58.5% | 69.5%-11.0pp | 74.8%-16.3pp | 69.5%-11.0pp |
| Annual return | 7.76% | 18.76%-11.0pp | 87.62%-79.9pp | 73.15%-65.4pp |
| Employer contribution / active EE | $696 | $2,052-66.1% | $2,761-74.8% | $2,343-70.3% |
| Participant deferral / active EE | $1,221 | $2,466-50.5% | $3,330-63.3% | $3,332-63.3% |
| Admin fee / account holder | $5,719 | $2,834+101.8% | $3,601+58.8% | $4,645+23.1% |