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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 | $86,050-67.5% | $189,758-85.3% | $94,015-70.3% |
| Participation rate | 55.6% | 68.9%-13.3pp | 79.8%-24.2pp | 70.8%-15.3pp |
| Annual return | 10.75% | 17.77%-7.0pp | 52.62%-41.9pp | 17.84%-7.1pp |
| Employer contribution / active EE | $563 | $2,819-80.0% | $4,767-88.2% | $2,790-79.8% |
| Participant deferral / active EE | $1,607 | $3,349-52.0% | $5,856-72.6% | $4,249-62.2% |
| Admin fee / account holder | $2,371 | $6,627-64.2% | $20,388-88.4% | $8,951-73.5% |