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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 | $27,745 | $62,592-55.7% | $85,709-67.6% | $85,847-67.7% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.9%-11.0pp | 69.3%-10.5pp |
| Annual return | 7.26% | 23.77%-16.5pp | 21.49%-14.2pp | 318.61%-311.3pp |
| Employer contribution / active EE | $1,462 | $1,755-16.7% | $2,619-44.2% | $2,565-43.0% |
| Participant deferral / active EE | $1,972 | $2,802-29.6% | $3,924-49.7% | $3,952-50.1% |
| Admin fee / account holder | $25,843 | $4,643+456.6% | $6,876+275.8% | $6,261+312.8% |