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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 | $22,047 | $84,236-73.8% | $170,435-87.1% | $70,126-68.6% |
| Participation rate | 49.2% | 70.8%-21.6pp | 83.6%-34.4pp | 69.5%-20.3pp |
| Annual return | 7.66% | 23.06%-15.4pp | 205.94%-198.3pp | 73.15%-65.5pp |
| Employer contribution / active EE | $484 | $3,387-85.7% | $5,432-91.1% | $2,343-79.3% |
| Participant deferral / active EE | $2,092 | $3,086-32.2% | $4,939-57.6% | $3,332-37.2% |
| Admin fee / account holder | $2,571 | $5,698-54.9% | $13,881-81.5% | $4,645-44.6% |