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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 | $27,599 | $45,266-39.0% | $103,693-73.4% | $65,306-57.7% |
| Participation rate | 48.2% | 53.3%-5.1pp | 72.6%-24.4pp | 57.7%-9.5pp |
| Annual return | 7.90% | 25.10%-17.2pp | 47.61%-39.7pp | 21.94%-14.0pp |
| Employer contribution / active EE | $966 | $1,765-45.3% | $2,920-66.9% | $1,967-50.9% |
| Participant deferral / active EE | $1,209 | $2,099-42.4% | $4,579-73.6% | $2,959-59.1% |
| Admin fee / account holder | $5,907 | $3,221+83.4% | $7,858-24.8% | $3,480+69.7% |