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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 | $21,873 | $88,707-75.3% | $74,184-70.5% | $273,972-92.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 0.60% | 11.94%-11.3pp | 17.74%-17.1pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,077 | $3,159-65.9% | $2,370-54.6% | $4,869-77.9% |
| Participant deferral / active EE | $3,875 | $4,212-8.0% | $3,550+9.2% | $5,287-26.7% |
| Admin fee / account holder | $2,045 | $8,717-76.5% | $5,586-63.4% | $10,133-79.8% |