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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 | $26,396 | $48,337-45.4% | $67,560-60.9% | $80,959-67.4% |
| Participation rate | 27.1% | 66.4%-39.3pp | 72.9%-45.8pp | 67.7%-40.6pp |
| Annual return | 8.00% | 18.26%-10.3pp | 3533.50%-3525.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $654 | $2,023-67.7% | $2,737-76.1% | $2,757-76.3% |
| Participant deferral / active EE | $1,373 | $2,928-53.1% | $4,004-65.7% | $4,300-68.1% |
| Admin fee / account holder | $1,724 | $3,695-53.4% | $3,994-56.8% | $6,925-75.1% |