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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 | $19,528 | $62,672-68.8% | $185,117-89.5% | $70,126-72.2% |
| Participation rate | 42.1% | 63.8%-21.7pp | 77.3%-35.2pp | 69.5%-27.4pp |
| Annual return | 11.63% | 40.79%-29.2pp | 40.50%-28.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $528 | $1,753-69.9% | $4,182-87.4% | $2,343-77.5% |
| Participant deferral / active EE | $1,442 | $3,272-55.9% | $5,045-71.4% | $3,332-56.7% |
| Admin fee / account holder | $24,554 | $3,932+524.5% | $8,159+200.9% | $4,645+428.5% |