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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 | $20,692 | $76,407-72.9% | $150,298-86.2% | $82,448-74.9% |
| Participation rate | 42.6% | 66.4%-23.8pp | 77.8%-35.1pp | 68.1%-25.4pp |
| Annual return | 11.04% | 39.99%-29.0pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $447 | $2,614-82.9% | $4,154-89.2% | $2,551-82.5% |
| Participant deferral / active EE | $961 | $3,214-70.1% | $5,453-82.4% | $4,139-76.8% |
| Admin fee / account holder | $9,008 | $6,352+41.8% | $14,116-36.2% | $7,234+24.5% |