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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 | $27,537 | $81,276-66.1% | $155,574-82.3% | $80,925-66.0% |
| Participation rate | 22.6% | 66.2%-43.6pp | 78.2%-55.6pp | 67.7%-45.0pp |
| Annual return | 10.21% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $646 | $3,103-79.2% | $4,676-86.2% | $2,756-76.6% |
| Participant deferral / active EE | $1,386 | $3,453-59.8% | $5,629-75.4% | $4,299-67.7% |
| Admin fee / account holder | $3,717 | $7,993-53.5% | $15,914-76.6% | $6,940-46.4% |