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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 | $28,972 | $70,430-58.9% | $96,572-70.0% | $85,851-66.3% |
| Participation rate | 41.0% | 61.8%-20.8pp | 69.8%-28.8pp | 69.3%-28.3pp |
| Annual return | 8.81% | 18.58%-9.8pp | 37.79%-29.0pp | 318.63%-309.8pp |
| Employer contribution / active EE | $535 | $1,413-62.1% | $2,357-77.3% | $2,565-79.1% |
| Participant deferral / active EE | $2,897 | $2,894+0.1% | $3,850-24.7% | $3,952-26.7% |
| Admin fee / account holder | $19,862 | $4,996+297.5% | $6,183+221.2% | $6,261+217.2% |