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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 | $27,476 | $58,828-53.3% | $78,002-64.8% | $62,881-56.3% |
| Participation rate | 57.7% | 71.1%-13.4pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | 3.88% | 17.16%-13.3pp | 425.99%-422.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,186 | $1,672-29.0% | $2,470-52.0% | $2,281-48.0% |
| Participant deferral / active EE | $3,256 | $2,686+21.2% | $3,497-6.9% | $3,203+1.6% |
| Admin fee / account holder | $37,061 | $4,393+743.6% | $5,481+576.2% | $4,296+762.7% |