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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 | $28,405 | $65,361-56.5% | $92,903-69.4% | $72,983-61.1% |
| Participation rate | 54.0% | 68.3%-14.3pp | 76.0%-22.0pp | 69.5%-15.5pp |
| Annual return | 8.08% | 42.11%-34.0pp | 109.43%-101.4pp | 81.01%-72.9pp |
| Employer contribution / active EE | $1,075 | $2,594-58.6% | $3,653-70.6% | $2,440-56.0% |
| Participant deferral / active EE | $2,168 | $3,128-30.7% | $4,238-48.8% | $3,608-39.9% |
| Admin fee / account holder | $33,423 | $4,251+686.2% | $5,795+476.8% | $5,124+552.3% |