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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 | $26,702 | $78,013-65.8% | $178,449-85.0% | $80,911-67.0% |
| Participation rate | 50.8% | 65.7%-14.9pp | 77.1%-26.3pp | 67.6%-16.9pp |
| Annual return | 10.28% | 18.07%-7.8pp | 27.09%-16.8pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,056 | $2,287-53.8% | $3,951-73.3% | $2,756-61.7% |
| Participant deferral / active EE | $2,309 | $4,408-47.6% | $6,277-63.2% | $4,297-46.3% |
| Admin fee / account holder | $5,122 | $7,166-28.5% | $10,362-50.6% | $6,935-26.1% |