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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 | $26,994 | $77,920-65.4% | $149,723-82.0% | $75,177-64.1% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 13.16% | 31.72%-18.6pp | 134.50%-121.3pp | 160.75%-147.6pp |
| Employer contribution / active EE | $520 | $3,138-83.4% | $4,821-89.2% | $2,671-80.5% |
| Participant deferral / active EE | $1,298 | $3,411-62.0% | $5,682-77.2% | $4,126-68.5% |
| Admin fee / account holder | $399 | $5,951-93.3% | $13,215-97.0% | $5,651-92.9% |