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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 | $18,245 | $77,920-76.6% | $149,723-87.8% | $75,177-75.7% |
| Participation rate | 48.2% | 65.6%-17.4pp | 78.8%-30.6pp | 67.2%-19.0pp |
| Annual return | 7.25% | 31.72%-24.5pp | 134.50%-127.2pp | 160.75%-153.5pp |
| Employer contribution / active EE | $726 | $3,138-76.9% | $4,821-85.0% | $2,671-72.8% |
| Participant deferral / active EE | $940 | $3,411-72.4% | $5,682-83.5% | $4,126-77.2% |
| Admin fee / account holder | $640 | $5,951-89.2% | $13,215-95.2% | $5,651-88.7% |