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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 | $28,570 | $64,359-55.6% | $90,161-68.3% | $70,126-59.3% |
| Participation rate | 61.3% | 70.4%-9.1pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 7.92% | 28.13%-20.2pp | 34.89%-27.0pp | 73.15%-65.2pp |
| Employer contribution / active EE | $877 | $2,046-57.1% | $3,318-73.6% | $2,343-62.6% |
| Participant deferral / active EE | $3,989 | $4,389-9.1% | $5,287-24.6% | $3,332+19.7% |
| Admin fee / account holder | $10,277 | $3,945+160.5% | $5,943+72.9% | $4,645+121.2% |