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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 | $21,218 | $77,908-72.8% | $149,696-85.8% | $75,173-71.8% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.4pp |
| Annual return | 7.23% | 31.73%-24.5pp | 134.46%-127.2pp | 160.72%-153.5pp |
| Employer contribution / active EE | $664 | $3,138-78.9% | $4,821-86.2% | $2,671-75.2% |
| Participant deferral / active EE | $2,176 | $3,411-36.2% | $5,682-61.7% | $4,126-47.3% |
| Admin fee / account holder | $1,034 | $5,950-82.6% | $13,212-92.2% | $5,651-81.7% |