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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 | $25,879 | $77,908-66.8% | $149,696-82.7% | $75,173-65.6% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.6pp | 67.2%-12.0pp |
| Annual return | 10.67% | 31.73%-21.1pp | 134.46%-123.8pp | 160.72%-150.0pp |
| Employer contribution / active EE | $714 | $3,138-77.2% | $4,821-85.2% | $2,671-73.2% |
| Participant deferral / active EE | $1,662 | $3,411-51.3% | $5,682-70.7% | $4,126-59.7% |
| Admin fee / account holder | $3,316 | $5,950-44.3% | $13,212-74.9% | $5,651-41.3% |