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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 | $26,681 | $81,276-67.2% | $155,574-82.8% | $80,925-67.0% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 10.59% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,020 | $3,103-67.1% | $4,676-78.2% | $2,756-63.0% |
| Participant deferral / active EE | $1,433 | $3,453-58.5% | $5,629-74.5% | $4,299-66.7% |
| Admin fee / account holder | $1,194 | $7,993-85.1% | $15,914-92.5% | $6,940-82.8% |