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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 | $26,245 | $49,976-47.5% | $66,674-60.6% | $82,637-68.2% |
| Participation rate | 53.8% | 63.1%-9.2pp | 73.7%-19.8pp | 68.1%-14.2pp |
| Annual return | 11.02% | 39.09%-28.1pp | 321.24%-310.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $953 | $1,988-52.1% | $2,620-63.6% | $2,552-62.7% |
| Participant deferral / active EE | $1,753 | $2,847-38.4% | $4,084-57.1% | $4,126-57.5% |
| Admin fee / account holder | $755 | $4,594-83.6% | $5,098-85.2% | $7,339-89.7% |