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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 | $27,961 | $65,034-57.0% | $90,970-69.3% | $79,856-65.0% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 8.08% | 30.45%-22.4pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $343 | $1,247-72.5% | $2,122-83.8% | $2,471-86.1% |
| Participant deferral / active EE | $1,451 | $2,512-42.2% | $3,373-57.0% | $3,741-61.2% |
| Admin fee / account holder | $5,691 | $4,536+25.5% | $5,961-4.5% | $5,306+7.2% |