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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 | $19,740 | $51,638-61.8% | $68,368-71.1% | $82,448-76.1% |
| Participation rate | 24.2% | 63.6%-39.4pp | 73.8%-49.5pp | 68.1%-43.9pp |
| Annual return | 7.79% | 37.53%-29.7pp | 292.57%-284.8pp | 41.64%-33.8pp |
| Employer contribution / active EE | $627 | $2,047-69.4% | $2,649-76.3% | $2,551-75.4% |
| Participant deferral / active EE | $1,401 | $2,914-51.9% | $4,123-66.0% | $4,139-66.2% |
| Admin fee / account holder | $1,925 | $4,643-58.5% | $5,150-62.6% | $7,234-73.4% |