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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 | $26,149 | $70,418-62.9% | $96,570-72.9% | $85,847-69.5% |
| Participation rate | 60.5% | 61.8%-1.3pp | 69.8%-9.3pp | 69.3%-8.8pp |
| Annual return | 5.38% | 18.59%-13.2pp | 37.79%-32.4pp | 318.61%-313.2pp |
| Employer contribution / active EE | $535 | $1,413-62.2% | $2,357-77.3% | $2,565-79.2% |
| Participant deferral / active EE | $3,310 | $2,894+14.4% | $3,849-14.0% | $3,952-16.2% |
| Admin fee / account holder | $1,434 | $4,995-71.3% | $6,182-76.8% | $6,261-77.1% |