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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 | $26,555 | $127,779-79.2% | $106,551-75.1% | $167,518-84.1% |
| Participation rate | 45.8% | 78.3%-32.4pp | 76.1%-30.3pp | 82.1%-36.3pp |
| Annual return | 6.68% | 33.87%-27.2pp | 26.80%-20.1pp | 478.71%-472.0pp |
| Employer contribution / active EE | $648 | $3,427-81.1% | $2,819-77.0% | $4,838-86.6% |
| Participant deferral / active EE | $1,963 | $5,088-61.4% | $4,398-55.4% | $6,342-69.0% |
| Admin fee / account holder | $4,017 | $11,228-64.2% | $7,408-45.8% | $12,312-67.4% |