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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 | $26,580 | $54,757-51.5% | $90,304-70.6% | $72,975-63.6% |
| Participation rate | 38.7% | 65.2%-26.4pp | 73.3%-34.6pp | 69.5%-30.8pp |
| Annual return | 2.29% | 30.63%-28.3pp | 78.13%-75.8pp | 81.01%-78.7pp |
| Employer contribution / active EE | $629 | $2,093-70.0% | $2,855-78.0% | $2,440-74.2% |
| Participant deferral / active EE | $1,102 | $2,887-61.8% | $3,885-71.6% | $3,608-69.5% |
| Admin fee / account holder | $23,717 | $3,973+496.9% | $5,354+343.0% | $5,124+362.9% |