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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 | $24,876 | $77,814-68.0% | $158,223-84.3% | $86,983-71.4% |
| Participation rate | 53.5% | 68.4%-14.9pp | 79.2%-25.7pp | 69.5%-16.1pp |
| Annual return | 10.20% | 30.54%-20.3pp | 52.09%-41.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $900 | $2,592-65.3% | $4,109-78.1% | $2,584-65.2% |
| Participant deferral / active EE | $1,077 | $3,270-67.1% | $5,467-80.3% | $4,194-74.3% |
| Admin fee / account holder | $6,901 | $5,879+17.4% | $16,047-57.0% | $7,856-12.2% |