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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 | $27,607 | $108,882-74.6% | $96,754-71.5% | $154,746-82.2% |
| Participation rate | 56.3% | 75.1%-18.8pp | 70.3%-14.0pp | 80.7%-24.5pp |
| Annual return | 3.68% | 98.39%-94.7pp | 82.04%-78.4pp | 172.34%-168.7pp |
| Employer contribution / active EE | $456 | $3,018-84.9% | $2,679-83.0% | $4,379-89.6% |
| Participant deferral / active EE | $10,579 | $5,323+98.8% | $4,758+122.3% | $6,730+57.2% |
| Admin fee / account holder | $4,303 | $10,200-57.8% | $8,905-51.7% | $14,365-70.0% |