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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 | $22,459 | $84,236-73.3% | $170,435-86.8% | $70,126-68.0% |
| Participation rate | 52.5% | 70.8%-18.4pp | 83.6%-31.1pp | 69.5%-17.1pp |
| Annual return | 8.73% | 23.06%-14.3pp | 205.94%-197.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $561 | $3,387-83.4% | $5,432-89.7% | $2,343-76.1% |
| Participant deferral / active EE | $1,073 | $3,086-65.2% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $2,267 | $5,698-60.2% | $13,881-83.7% | $4,645-51.2% |