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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 | $27,584 | $81,358-66.1% | $155,556-82.3% | $80,959-65.9% |
| Participation rate | 47.0% | 66.3%-19.3pp | 78.2%-31.3pp | 67.7%-20.7pp |
| Annual return | 10.38% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $383 | $3,106-87.7% | $4,675-91.8% | $2,757-86.1% |
| Participant deferral / active EE | $1,295 | $3,455-62.5% | $5,631-77.0% | $4,300-69.9% |
| Admin fee / account holder | $6,499 | $7,994-18.7% | $15,885-59.1% | $6,925-6.2% |