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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 | $23,754 | $81,276-70.8% | $155,574-84.7% | $80,925-70.6% |
| Participation rate | 55.8% | 66.2%-10.5pp | 78.2%-22.4pp | 67.7%-11.9pp |
| Annual return | 9.27% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $939 | $3,103-69.7% | $4,676-79.9% | $2,756-65.9% |
| Participant deferral / active EE | $2,015 | $3,453-41.7% | $5,629-64.2% | $4,299-53.1% |
| Admin fee / account holder | $3,023 | $7,993-62.2% | $15,914-81.0% | $6,940-56.4% |