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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 | $27,769 | $48,277-42.5% | $67,511-58.9% | $80,874-65.7% |
| Participation rate | 36.8% | 66.4%-29.5pp | 72.9%-36.0pp | 67.6%-30.8pp |
| Annual return | 10.46% | 18.27%-7.8pp | 3517.41%-3506.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $382 | $2,021-81.1% | $2,733-86.0% | $2,756-86.1% |
| Participant deferral / active EE | $1,843 | $2,926-37.0% | $4,000-53.9% | $4,297-57.1% |
| Admin fee / account holder | $4,768 | $3,687+29.3% | $3,999+19.2% | $6,935-31.2% |