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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 | $20,202 | $77,814-74.0% | $158,223-87.2% | $86,983-76.8% |
| Participation rate | 48.0% | 68.4%-20.4pp | 79.2%-31.2pp | 69.5%-21.5pp |
| Annual return | 10.73% | 30.54%-19.8pp | 52.09%-41.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $283 | $2,592-89.1% | $4,109-93.1% | $2,584-89.0% |
| Participant deferral / active EE | $1,771 | $3,270-45.8% | $5,467-67.6% | $4,194-57.8% |
| Admin fee / account holder | $1,581 | $5,879-73.1% | $16,047-90.1% | $7,856-79.9% |