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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 | $27,648 | $81,331-66.0% | $155,534-82.2% | $80,935-65.8% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 3.65% | 33.37%-29.7pp | 64.92%-61.3pp | 35.66%-32.0pp |
| Employer contribution / active EE | $896 | $3,105-71.1% | $4,675-80.8% | $2,757-67.5% |
| Participant deferral / active EE | $2,064 | $3,454-40.2% | $5,630-63.3% | $4,299-52.0% |
| Admin fee / account holder | $1,139 | $7,999-85.8% | $15,900-92.8% | $6,924-83.6% |