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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 | $27,048 | $89,364-69.7% | $141,177-80.8% | $72,983-62.9% |
| Participation rate | 28.0% | 75.1%-47.1pp | 82.5%-54.5pp | 69.5%-41.5pp |
| Annual return | 18.88% | 111.86%-93.0pp | 71.40%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $827 | $3,115-73.5% | $4,736-82.5% | $2,440-66.1% |
| Participant deferral / active EE | $2,515 | $5,419-53.6% | $6,710-62.5% | $3,608-30.3% |
| Admin fee / account holder | $1,868 | $5,959-68.7% | $10,263-81.8% | $5,124-63.5% |