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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 | $25,387 | $77,638-67.3% | $156,551-83.8% | $62,881-59.6% |
| Participation rate | 53.7% | 71.2%-17.5pp | 84.0%-30.3pp | 69.3%-15.6pp |
| Annual return | 4.16% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $867 | $3,444-74.8% | $5,501-84.2% | $2,281-62.0% |
| Participant deferral / active EE | $938 | $3,046-69.2% | $4,871-80.7% | $3,203-70.7% |
| Admin fee / account holder | $1,274 | $5,561-77.1% | $13,028-90.2% | $4,296-70.4% |