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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 | $20,871 | $81,331-74.3% | $155,534-86.6% | $80,935-74.2% |
| Participation rate | 51.9% | 66.3%-14.3pp | 78.2%-26.3pp | 67.7%-15.7pp |
| Annual return | 6.22% | 33.37%-27.2pp | 64.92%-58.7pp | 35.66%-29.4pp |
| Employer contribution / active EE | $450 | $3,105-85.5% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $1,799 | $3,454-47.9% | $5,630-68.1% | $4,299-58.2% |
| Admin fee / account holder | $1,922 | $7,999-76.0% | $15,900-87.9% | $6,924-72.2% |