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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 | $27,966 | $78,690-64.5% | $161,489-82.7% | $87,485-68.0% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 10.75% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.3pp |
| Employer contribution / active EE | $563 | $2,588-78.2% | $4,268-86.8% | $2,596-78.3% |
| Participant deferral / active EE | $1,607 | $3,311-51.5% | $5,630-71.5% | $4,274-62.4% |
| Admin fee / account holder | $2,371 | $6,724-64.7% | $16,006-85.2% | $7,775-69.5% |