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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 | $28,983 | $91,167-68.2% | $178,498-83.8% | $79,858-63.7% |
| Participation rate | 59.7% | 69.2%-9.5pp | 81.9%-22.3pp | 69.6%-10.0pp |
| Annual return | 3.49% | 24.19%-20.7pp | 151.09%-147.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $1,374 | $3,255-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $1,861 | $3,236-42.5% | $5,202-64.2% | $3,740-50.3% |
| Admin fee / account holder | $6,837 | $6,747+1.3% | $13,985-51.1% | $5,306+28.9% |