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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 | $27,063 | $51,466-47.4% | $78,778-65.6% | $62,293-56.6% |
| Participation rate | 51.9% | 59.8%-7.9pp | 69.2%-17.3pp | 69.5%-17.6pp |
| Annual return | 13.06% | 19.96%-6.9pp | 35.62%-22.6pp | 28.90%-15.8pp |
| Employer contribution / active EE | $532 | $827-35.7% | $1,986-73.2% | $2,042-73.9% |
| Participant deferral / active EE | $2,014 | $2,147-6.2% | $2,958-31.9% | $3,169-36.5% |
| Admin fee / account holder | $5,580 | $489+1040.3% | $5,134+8.7% | $479+1064.0% |