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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 | $26,618 | $41,150-35.3% | $80,607-67.0% | $71,495-62.8% |
| Participation rate | 43.2% | 50.3%-7.1pp | 67.0%-23.8pp | 67.9%-24.7pp |
| Annual return | 13.45% | 38.48%-25.0pp | 936.11%-922.7pp | 28.85%-15.4pp |
| Employer contribution / active EE | $997 | $1,515-34.2% | $2,724-63.4% | $2,589-61.5% |
| Participant deferral / active EE | $1,951 | $2,701-27.8% | $4,448-56.1% | $4,291-54.5% |
| Admin fee / account holder | $1,630 | $1,841-11.5% | $5,379-69.7% | $1,588+2.7% |