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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 | $26,818 | $57,061-53.0% | $85,063-68.5% | $80,911-66.9% |
| Participation rate | 42.3% | 56.3%-14.0pp | 67.5%-25.2pp | 67.6%-25.3pp |
| Annual return | 10.43% | 21.66%-11.2pp | 66.54%-56.1pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,977 | $1,799+9.9% | $2,727-27.5% | $2,756-28.3% |
| Participant deferral / active EE | $1,388 | $3,110-55.4% | $4,523-69.3% | $4,297-67.7% |
| Admin fee / account holder | $8,947 | $4,986+79.4% | $6,155+45.4% | $6,935+29.0% |