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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 | $22,719 | $86,050-73.6% | $189,758-88.0% | $94,015-75.8% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 9.31% | 17.77%-8.5pp | 52.62%-43.3pp | 17.84%-8.5pp |
| Employer contribution / active EE | $1,280 | $2,819-54.6% | $4,767-73.1% | $2,790-54.1% |
| Participant deferral / active EE | $2,304 | $3,349-31.2% | $5,856-60.7% | $4,249-45.8% |
| Admin fee / account holder | $4,249 | $6,627-35.9% | $20,388-79.2% | $8,951-52.5% |