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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 | $75,541-72.3% | $152,093-86.3% | $82,637-74.7% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 12.04% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $792 | $2,622-69.8% | $4,175-81.0% | $2,552-69.0% |
| Participant deferral / active EE | $1,553 | $3,206-51.6% | $5,451-71.5% | $4,126-62.4% |
| Admin fee / account holder | $2,849 | $6,405-55.5% | $14,497-80.3% | $7,339-61.2% |