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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 | $48,337-42.6% | $67,560-58.9% | $80,959-65.7% |
| Participation rate | 36.8% | 66.4%-29.6pp | 72.9%-36.1pp | 67.7%-30.8pp |
| Annual return | 10.46% | 18.26%-7.8pp | 3533.50%-3523.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $382 | $2,023-81.1% | $2,737-86.0% | $2,757-86.1% |
| Participant deferral / active EE | $1,843 | $2,928-37.1% | $4,004-54.0% | $4,300-57.1% |
| Admin fee / account holder | $4,768 | $3,695+29.0% | $3,994+19.4% | $6,925-31.1% |