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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 | $26,917 | $65,364-58.8% | $92,909-71.0% | $72,975-63.1% |
| Participation rate | 57.6% | 68.3%-10.7pp | 76.0%-18.4pp | 69.5%-11.9pp |
| Annual return | 13.17% | 42.11%-28.9pp | 109.44%-96.3pp | 81.01%-67.8pp |
| Employer contribution / active EE | $2,576 | $2,594-0.7% | $3,653-29.5% | $2,440+5.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,453 | $4,251-42.3% | $5,795-57.7% | $5,124-52.1% |