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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 | $28,073 | $81,358-65.5% | $155,556-82.0% | $80,959-65.3% |
| Participation rate | 53.3% | 66.3%-12.9pp | 78.2%-24.9pp | 67.7%-14.3pp |
| Annual return | 9.64% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $810 | $3,106-73.9% | $4,675-82.7% | $2,757-70.6% |
| Participant deferral / active EE | $1,840 | $3,455-46.8% | $5,631-67.3% | $4,300-57.2% |
| Admin fee / account holder | $1,396 | $7,994-82.5% | $15,885-91.2% | $6,925-79.8% |