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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 | $26,711 | $58,493-54.3% | $84,021-68.2% | $72,975-63.4% |
| Participation rate | 44.4% | 61.2%-16.8pp | 69.0%-24.6pp | 69.5%-25.0pp |
| Annual return | 11.48% | 28.93%-17.5pp | 71.32%-59.8pp | 81.01%-69.5pp |
| Employer contribution / active EE | $449 | $1,163-61.4% | $1,984-77.4% | $2,440-81.6% |
| Participant deferral / active EE | $2,022 | $2,394-15.5% | $3,239-37.6% | $3,608-44.0% |
| Admin fee / account holder | $16,165 | $4,569+253.8% | $6,102+164.9% | $5,124+215.5% |