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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 | $25,140 | $91,167-72.4% | $178,498-85.9% | $79,858-68.5% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 9.42% | 24.19%-14.8pp | 151.09%-141.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $390 | $3,255-88.0% | $5,011-92.2% | $2,471-84.2% |
| Participant deferral / active EE | $1,134 | $3,236-65.0% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $551 | $6,747-91.8% | $13,985-96.1% | $5,306-89.6% |