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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 | $48,314-45.4% | $67,561-60.9% | $80,925-67.4% |
| Participation rate | 27.1% | 66.4%-39.3pp | 72.9%-45.8pp | 67.7%-40.6pp |
| Annual return | 8.00% | 18.28%-10.3pp | 3525.44%-3517.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $654 | $2,022-67.6% | $2,735-76.1% | $2,756-76.3% |
| Participant deferral / active EE | $1,373 | $2,927-53.1% | $4,003-65.7% | $4,299-68.1% |
| Admin fee / account holder | $1,724 | $3,690-53.3% | $4,006-57.0% | $6,940-75.2% |