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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 | $27,384 | $46,877-41.6% | $122,354-77.6% | $70,126-61.0% |
| Participation rate | 55.8% | 58.2%-2.4pp | 71.6%-15.9pp | 69.5%-13.8pp |
| Annual return | 11.68% | 24.22%-12.5pp | 30.28%-18.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $866 | $1,288-32.8% | $4,051-78.6% | $2,343-63.1% |
| Participant deferral / active EE | $1,627 | $2,167-24.9% | $3,287-50.5% | $3,332-51.2% |
| Admin fee / account holder | $1,166 | $3,324-64.9% | $5,479-78.7% | $4,645-74.9% |