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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 | $22,831 | $91,179-75.0% | $178,499-87.2% | $79,852-71.4% |
| Participation rate | 27.8% | 69.2%-41.4pp | 81.9%-54.2pp | 69.6%-41.9pp |
| Annual return | 2.95% | 24.19%-21.2pp | 151.10%-148.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $606 | $3,256-81.4% | $5,011-87.9% | $2,471-75.5% |
| Participant deferral / active EE | $2,083 | $3,236-35.6% | $5,202-60.0% | $3,740-44.3% |
| Admin fee / account holder | $3,926 | $6,749-41.8% | $13,986-71.9% | $5,306-26.0% |