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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 | $21,996 | $55,902-60.7% | $76,030-71.1% | $80,959-72.8% |
| Participation rate | 59.3% | 62.1%-2.8pp | 69.1%-9.8pp | 67.7%-8.4pp |
| Annual return | 8.15% | 20.59%-12.4pp | 361.54%-353.4pp | 35.67%-27.5pp |
| Employer contribution / active EE | $472 | $1,867-74.7% | $2,688-82.5% | $2,757-82.9% |
| Participant deferral / active EE | $1,872 | $3,051-38.6% | $4,257-56.0% | $4,300-56.5% |
| Admin fee / account holder | $12,190 | $5,239+132.7% | $6,421+89.9% | $6,925+76.0% |