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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 | $81,358-67.2% | $155,556-82.8% | $80,959-67.0% |
| Participation rate | 38.5% | 66.3%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 10.59% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,020 | $3,106-67.2% | $4,675-78.2% | $2,757-63.0% |
| Participant deferral / active EE | $1,433 | $3,455-58.5% | $5,631-74.5% | $4,300-66.7% |
| Admin fee / account holder | $1,194 | $7,994-85.1% | $15,885-92.5% | $6,925-82.8% |