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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 | $56,054-60.7% | $171,082-87.1% | $62,881-64.9% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 3.74% | 22.52%-18.8pp | 32.56%-28.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $718 | $1,731-58.6% | $4,002-82.1% | $2,281-68.5% |
| Participant deferral / active EE | $1,753 | $3,158-44.5% | $4,797-63.5% | $3,203-45.3% |
| Admin fee / account holder | $4,365 | $3,647+19.7% | $8,520-48.8% | $4,296+1.6% |