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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 | $28,695 | $77,449-63.0% | $69,483-58.7% | $152,909-81.2% |
| Participation rate | 22.2% | 78.1%-55.9pp | 74.6%-52.4pp | 82.5%-60.2pp |
| Annual return | 3.68% | 39.09%-35.4pp | 28.99%-25.3pp | 345.46%-341.8pp |
| Employer contribution / active EE | $667 | $3,316-79.9% | $2,780-76.0% | $4,764-86.0% |
| Participant deferral / active EE | $1,125 | $4,415-74.5% | $3,537-68.2% | $5,851-80.8% |
| Admin fee / account holder | $1,545 | $6,210-75.1% | $3,841-59.8% | $11,601-86.7% |