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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 | $26,854 | $89,259-69.9% | $107,187-74.9% | $82,637-67.5% |
| Participation rate | 54.1% | 67.9%-13.8pp | 75.0%-20.9pp | 68.1%-14.0pp |
| Annual return | 4.05% | 21.02%-17.0pp | 204.55%-200.5pp | 53.51%-49.5pp |
| Employer contribution / active EE | $1,390 | $3,080-54.9% | $3,782-63.3% | $2,552-45.6% |
| Participant deferral / active EE | $2,976 | $4,037-26.3% | $5,096-41.6% | $4,126-27.9% |
| Admin fee / account holder | $650 | $7,381-91.2% | $9,162-92.9% | $7,339-91.1% |