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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 | $24,535 | $76,834-68.1% | $108,359-77.4% | $87,485-72.0% |
| Participation rate | 44.8% | 61.7%-16.9pp | 70.1%-25.3pp | 68.9%-24.1pp |
| Annual return | 9.64% | 19.09%-9.4pp | 36.89%-27.3pp | 26.06%-16.4pp |
| Employer contribution / active EE | $442 | $1,556-71.6% | $2,399-81.6% | $2,596-83.0% |
| Participant deferral / active EE | $1,960 | $3,100-36.8% | $4,137-52.6% | $4,274-54.1% |
| Admin fee / account holder | $2,189 | $6,537-66.5% | $9,741-77.5% | $7,775-71.9% |