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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 | $24,784 | $76,407-67.6% | $150,298-83.5% | $82,448-69.9% |
| Participation rate | 58.3% | 66.4%-8.1pp | 77.8%-19.4pp | 68.1%-9.7pp |
| Annual return | 11.86% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $504 | $2,614-80.7% | $4,154-87.9% | $2,551-80.2% |
| Participant deferral / active EE | $2,327 | $3,214-27.6% | $5,453-57.3% | $4,139-43.8% |
| Admin fee / account holder | $9,327 | $6,352+46.8% | $14,116-33.9% | $7,234+28.9% |