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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 | $75,541-71.1% | $152,093-85.6% | $82,637-73.6% |
| Participation rate | 60.6% | 66.5%-5.9pp | 77.8%-17.2pp | 68.1%-7.4pp |
| Annual return | 10.74% | 32.56%-21.8pp | 66.36%-55.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $610 | $2,622-76.7% | $4,175-85.4% | $2,552-76.1% |
| Participant deferral / active EE | $1,482 | $3,206-53.8% | $5,451-72.8% | $4,126-64.1% |
| Admin fee / account holder | $5,590 | $6,405-12.7% | $14,497-61.4% | $7,339-23.8% |