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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 | $23,506 | $51,606-54.5% | $129,339-81.8% | $80,911-70.9% |
| Participation rate | 55.6% | 57.0%-1.4pp | 69.6%-14.1pp | 67.6%-12.1pp |
| Annual return | 4.08% | 20.76%-16.7pp | 9437.05%-9433.0pp | 35.63%-31.6pp |
| Employer contribution / active EE | $1,018 | $1,582-35.6% | $4,154-75.5% | $2,756-63.0% |
| Participant deferral / active EE | $4,079 | $2,669+52.8% | $4,170-2.2% | $4,297-5.1% |
| Admin fee / account holder | $13,982 | $4,310+224.4% | $7,668+82.4% | $6,935+101.6% |