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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 | $27,531 | $77,814-64.6% | $158,223-82.6% | $86,983-68.3% |
| Participation rate | 44.7% | 68.4%-23.7pp | 79.2%-34.5pp | 69.5%-24.8pp |
| Annual return | 11.05% | 30.54%-19.5pp | 52.09%-41.0pp | 25.83%-14.8pp |
| Employer contribution / active EE | $744 | $2,592-71.3% | $4,109-81.9% | $2,584-71.2% |
| Participant deferral / active EE | $1,607 | $3,270-50.8% | $5,467-70.6% | $4,194-61.7% |
| Admin fee / account holder | $12,752 | $5,879+116.9% | $16,047-20.5% | $7,856+62.3% |