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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 | $26,007 | $48,078-45.9% | $78,676-66.9% | $62,881-58.6% |
| Participation rate | 56.1% | 65.2%-9.1pp | 73.6%-17.4pp | 69.3%-13.2pp |
| Annual return | -1.36% | 31.36%-32.7pp | 62.19%-63.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $903 | $2,015-55.2% | $2,850-68.3% | $2,281-60.4% |
| Participant deferral / active EE | $1,316 | $2,587-49.1% | $3,517-62.6% | $3,203-58.9% |
| Admin fee / account holder | $3,665 | $3,206+14.3% | $4,510-18.7% | $4,296-14.7% |