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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 | $20,895 | $76,407-72.7% | $150,298-86.1% | $82,448-74.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 12.04% | 39.99%-28.0pp | 62.79%-50.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $792 | $2,614-69.7% | $4,154-80.9% | $2,551-68.9% |
| Participant deferral / active EE | $1,553 | $3,214-51.7% | $5,453-71.5% | $4,139-62.5% |
| Admin fee / account holder | $2,849 | $6,352-55.1% | $14,116-79.8% | $7,234-60.6% |