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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 | $27,528 | $51,466-46.5% | $78,778-65.1% | $62,293-55.8% |
| Participation rate | 35.9% | 59.8%-23.9pp | 69.2%-33.3pp | 69.5%-33.6pp |
| Annual return | 11.93% | 19.96%-8.0pp | 35.62%-23.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $276 | $827-66.6% | $1,986-86.1% | $2,042-86.5% |
| Participant deferral / active EE | $1,954 | $2,147-9.0% | $2,958-34.0% | $3,169-38.4% |
| Admin fee / account holder | $3,064 | $489+526.3% | $5,134-40.3% | $479+539.3% |