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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 | $28,363 | $77,908-63.6% | $149,696-81.1% | $75,173-62.3% |
| Participation rate | 58.0% | 65.6%-7.6pp | 78.8%-20.8pp | 67.2%-9.2pp |
| Annual return | 8.59% | 31.73%-23.1pp | 134.46%-125.9pp | 160.72%-152.1pp |
| Employer contribution / active EE | $1,014 | $3,138-67.7% | $4,821-79.0% | $2,671-62.0% |
| Participant deferral / active EE | $2,375 | $3,411-30.4% | $5,682-58.2% | $4,126-42.4% |
| Admin fee / account holder | $2,181 | $5,950-63.3% | $13,212-83.5% | $5,651-61.4% |