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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 | $27,670 | $49,976-44.6% | $66,674-58.5% | $82,637-66.5% |
| Participation rate | 31.6% | 63.1%-31.5pp | 73.7%-42.1pp | 68.1%-36.5pp |
| Annual return | 10.95% | 39.09%-28.1pp | 321.24%-310.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $446 | $1,988-77.6% | $2,620-83.0% | $2,552-82.5% |
| Participant deferral / active EE | $2,192 | $2,847-23.0% | $4,084-46.3% | $4,126-46.9% |
| Admin fee / account holder | $1,354 | $4,594-70.5% | $5,098-73.4% | $7,339-81.6% |