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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 | $25,385 | $81,276-68.8% | $155,574-83.7% | $80,925-68.6% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 9.56% | 33.36%-23.8pp | 64.87%-55.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $508 | $3,103-83.6% | $4,676-89.1% | $2,756-81.6% |
| Participant deferral / active EE | $909 | $3,453-73.7% | $5,629-83.9% | $4,299-78.9% |
| Admin fee / account holder | $6,608 | $7,993-17.3% | $15,914-58.5% | $6,940-4.8% |