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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 | $27,945 | $45,343-38.4% | $150,298-81.4% | $67,986-58.9% |
| Participation rate | 46.6% | 51.9%-5.3pp | 77.8%-31.2pp | 57.2%-10.6pp |
| Annual return | 11.48% | 33.28%-21.8pp | 62.79%-51.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $423 | $1,462-71.1% | $4,154-89.8% | $2,019-79.0% |
| Participant deferral / active EE | $1,592 | $2,055-22.5% | $5,453-70.8% | $3,358-52.6% |
| Admin fee / account holder | $1,313 | $2,250-41.6% | $14,116-90.7% | $3,203-59.0% |