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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 | $27,040 | $51,638-47.6% | $68,368-60.4% | $82,448-67.2% |
| Participation rate | 26.8% | 63.6%-36.8pp | 73.8%-47.0pp | 68.1%-41.3pp |
| Annual return | 12.46% | 37.53%-25.1pp | 292.57%-280.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $998 | $2,047-51.2% | $2,649-62.3% | $2,551-60.9% |
| Participant deferral / active EE | $825 | $2,914-71.7% | $4,123-80.0% | $4,139-80.1% |
| Admin fee / account holder | $6,773 | $4,643+45.9% | $5,150+31.5% | $7,234-6.4% |