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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 | $19,325 | $78,690-75.4% | $161,489-88.0% | $87,485-77.9% |
| Participation rate | 20.4% | 67.5%-47.1pp | 78.7%-58.3pp | 68.9%-48.5pp |
| Annual return | 11.33% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $499 | $2,588-80.7% | $4,268-88.3% | $2,596-80.8% |
| Participant deferral / active EE | $1,495 | $3,311-54.8% | $5,630-73.4% | $4,274-65.0% |
| Admin fee / account holder | $1,802 | $6,724-73.2% | $16,006-88.7% | $7,775-76.8% |