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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 | $27,907 | $47,848-41.7% | $81,473-65.7% | $70,126-60.2% |
| Participation rate | 25.6% | 58.3%-32.7pp | 68.0%-42.4pp | 69.5%-44.0pp |
| Annual return | 11.93% | 27.25%-15.3pp | 38.78%-26.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $531 | $1,527-65.3% | $2,568-79.3% | $2,343-77.4% |
| Participant deferral / active EE | $856 | $2,453-65.1% | $3,537-75.8% | $3,332-74.3% |
| Admin fee / account holder | $1,904 | $3,145-39.4% | $4,561-58.2% | $4,645-59.0% |