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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 | $21,625 | $91,179-76.3% | $178,499-87.9% | $79,852-72.9% |
| Participation rate | 47.7% | 69.2%-21.5pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 7.58% | 24.19%-16.6pp | 151.10%-143.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $971 | $3,256-70.2% | $5,011-80.6% | $2,471-60.7% |
| Participant deferral / active EE | $1,131 | $3,236-65.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $1,476 | $6,749-78.1% | $13,986-89.4% | $5,306-72.2% |