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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 | $27,636 | $70,684-60.9% | $169,397-83.7% | $75,177-63.2% |
| Participation rate | 30.0% | 64.8%-34.8pp | 77.2%-47.2pp | 67.2%-37.2pp |
| Annual return | 13.62% | 36.38%-22.8pp | 406.23%-392.6pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,023 | $2,211-53.7% | $4,013-74.5% | $2,671-61.7% |
| Participant deferral / active EE | $1,443 | $4,310-66.5% | $6,223-76.8% | $4,126-65.0% |
| Admin fee / account holder | $7,098 | $5,404+31.3% | $9,017-21.3% | $5,651+25.6% |