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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 | $28,301 | $96,731-70.7% | $123,973-77.2% | $86,983-67.5% |
| Participation rate | 53.6% | 70.0%-16.4pp | 76.7%-23.1pp | 69.5%-16.0pp |
| Annual return | 4.50% | 17.33%-12.8pp | 388.13%-383.6pp | 25.83%-21.3pp |
| Employer contribution / active EE | $1,281 | $3,297-61.1% | $4,126-68.9% | $2,584-50.4% |
| Participant deferral / active EE | $2,820 | $4,152-32.1% | $5,247-46.3% | $4,194-32.8% |
| Admin fee / account holder | $4,956 | $8,722-43.2% | $11,799-58.0% | $7,856-36.9% |