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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 | $26,155 | $55,902-53.2% | $76,030-65.6% | $80,959-67.7% |
| Participation rate | 37.7% | 62.1%-24.4pp | 69.1%-31.4pp | 67.7%-30.0pp |
| Annual return | 9.12% | 20.59%-11.5pp | 361.54%-352.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,127 | $1,867-39.6% | $2,688-58.1% | $2,757-59.1% |
| Participant deferral / active EE | $2,095 | $3,051-31.3% | $4,257-50.8% | $4,300-51.3% |
| Admin fee / account holder | $17,654 | $5,239+237.0% | $6,421+175.0% | $6,925+154.9% |