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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 | $22,869 | $81,446-71.9% | $103,374-77.9% | $80,874-71.7% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 5.99% | 25.57%-19.6pp | 24.89%-18.9pp | 35.62%-29.6pp |
| Employer contribution / active EE | $1,074 | $3,107-65.4% | $3,869-72.3% | $2,756-61.0% |
| Participant deferral / active EE | $1,685 | $3,870-56.5% | $5,058-66.7% | $4,297-60.8% |
| Admin fee / account holder | $24,300 | $6,715+261.9% | $8,394+189.5% | $6,935+250.4% |