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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 | $26,182 | $72,012-63.6% | $185,827-85.9% | $79,858-67.2% |
| Participation rate | 42.2% | 65.8%-23.6pp | 78.0%-35.8pp | 69.6%-27.4pp |
| Annual return | 11.17% | 23.12%-11.9pp | 35.96%-24.8pp | 31.72%-20.5pp |
| Employer contribution / active EE | $960 | $1,965-51.1% | $4,087-76.5% | $2,471-61.1% |
| Participant deferral / active EE | $3,058 | $3,779-19.1% | $5,633-45.7% | $3,740-18.2% |
| Admin fee / account holder | $7,658 | $4,513+69.7% | $9,502-19.4% | $5,306+44.3% |