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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 | $75,541-67.1% | $152,093-83.6% | $82,637-69.9% |
| Participation rate | 53.5% | 66.5%-13.1pp | 77.8%-24.3pp | 68.1%-14.6pp |
| Annual return | 10.20% | 32.56%-22.4pp | 66.36%-56.2pp | 53.51%-43.3pp |
| Employer contribution / active EE | $900 | $2,622-65.7% | $4,175-78.4% | $2,552-64.7% |
| Participant deferral / active EE | $1,077 | $3,206-66.4% | $5,451-80.2% | $4,126-73.9% |
| Admin fee / account holder | $6,901 | $6,405+7.8% | $14,497-52.4% | $7,339-6.0% |