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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 | $26,666 | $32,037-16.8% | $69,182-61.5% | $62,881-57.6% |
| Participation rate | 27.7% | 43.4%-15.7pp | 55.1%-27.4pp | 69.3%-41.6pp |
| Annual return | 2.63% | 15.16%-12.5pp | -21.93%+24.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $367 | $679-46.0% | $1,206-69.6% | $2,281-83.9% |
| Participant deferral / active EE | $953 | $1,185-19.6% | $1,897-49.8% | $3,203-70.3% |
| Admin fee / account holder | $1,024 | $2,608-60.7% | $2,697-62.0% | $4,296-76.2% |