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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 | $76,407-74.7% | $150,298-87.1% | $82,448-76.6% |
| Participation rate | 20.4% | 66.4%-46.0pp | 77.8%-57.4pp | 68.1%-47.7pp |
| Annual return | 11.33% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $499 | $2,614-80.9% | $4,154-88.0% | $2,551-80.4% |
| Participant deferral / active EE | $1,495 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $1,802 | $6,352-71.6% | $14,116-87.2% | $7,234-75.1% |