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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 | $27,717 | $49,976-44.5% | $66,674-58.4% | $82,637-66.5% |
| Participation rate | 59.5% | 63.1%-3.6pp | 73.7%-14.2pp | 68.1%-8.6pp |
| Annual return | 12.51% | 39.09%-26.6pp | 321.24%-308.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,067 | $1,988-46.3% | $2,620-59.3% | $2,552-58.2% |
| Participant deferral / active EE | $1,615 | $2,847-43.3% | $4,084-60.5% | $4,126-60.9% |
| Admin fee / account holder | $1,217 | $4,594-73.5% | $5,098-76.1% | $7,339-83.4% |