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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 | $27,285 | $48,364-43.6% | $71,796-62.0% | $62,881-56.6% |
| Participation rate | 60.5% | 60.6%-0.2pp | 69.1%-8.6pp | 69.3%-8.8pp |
| Annual return | 1.38% | 13.16%-11.8pp | 78.04%-76.7pp | 20.14%-18.8pp |
| Employer contribution / active EE | $379 | $1,042-63.6% | $1,924-80.3% | $2,281-83.4% |
| Participant deferral / active EE | $2,597 | $2,091+24.2% | $2,794-7.1% | $3,203-18.9% |
| Admin fee / account holder | $1,682 | $3,771-55.4% | $4,815-65.1% | $4,296-60.9% |