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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 | $21,844 | $77,814-71.9% | $158,223-86.2% | $86,983-74.9% |
| Participation rate | 60.6% | 68.4%-7.8pp | 79.2%-18.6pp | 69.5%-8.9pp |
| Annual return | 10.74% | 30.54%-19.8pp | 52.09%-41.3pp | 25.83%-15.1pp |
| Employer contribution / active EE | $610 | $2,592-76.5% | $4,109-85.1% | $2,584-76.4% |
| Participant deferral / active EE | $1,482 | $3,270-54.7% | $5,467-72.9% | $4,194-64.7% |
| Admin fee / account holder | $5,590 | $5,879-4.9% | $16,047-65.2% | $7,856-28.8% |