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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 | $23,592 | $75,541-68.8% | $152,093-84.5% | $82,637-71.5% |
| Participation rate | 42.4% | 66.5%-24.1pp | 77.8%-35.3pp | 68.1%-25.6pp |
| Annual return | 4.29% | 32.56%-28.3pp | 66.36%-62.1pp | 53.51%-49.2pp |
| Employer contribution / active EE | $1,251 | $2,622-52.3% | $4,175-70.0% | $2,552-51.0% |
| Participant deferral / active EE | $1,031 | $3,206-67.8% | $5,451-81.1% | $4,126-75.0% |
| Admin fee / account holder | $22,384 | $6,405+249.5% | $14,497+54.4% | $7,339+205.0% |