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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 | $28,168 | $58,848-52.1% | $88,179-68.1% | $82,637-65.9% |
| Participation rate | 37.8% | 57.9%-20.1pp | 69.1%-31.4pp | 68.1%-30.3pp |
| Annual return | 13.55% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-40.0pp |
| Employer contribution / active EE | $960 | $1,678-42.8% | $2,549-62.3% | $2,552-62.4% |
| Participant deferral / active EE | $1,719 | $3,124-45.0% | $4,614-62.7% | $4,126-58.3% |
| Admin fee / account holder | $11,362 | $4,795+136.9% | $7,673+48.1% | $7,339+54.8% |