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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 | $24,210 | $63,355-61.8% | $91,994-73.7% | $72,983-66.8% |
| Participation rate | 55.8% | 72.5%-16.7pp | 78.6%-22.9pp | 69.5%-13.7pp |
| Annual return | 17.67% | 35.35%-17.7pp | 69.03%-51.4pp | 81.01%-63.3pp |
| Employer contribution / active EE | $494 | $2,116-76.7% | $3,452-85.7% | $2,440-79.8% |
| Participant deferral / active EE | $2,449 | $4,883-49.8% | $5,923-58.7% | $3,608-32.1% |
| Admin fee / account holder | $13,287 | $4,668+184.6% | $7,743+71.6% | $5,124+159.3% |