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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 | $27,897 | $48,314-42.3% | $67,561-58.7% | $80,925-65.5% |
| Participation rate | 49.0% | 66.4%-17.4pp | 72.9%-23.9pp | 67.7%-18.7pp |
| Annual return | 10.94% | 18.28%-7.3pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $727 | $2,022-64.0% | $2,735-73.4% | $2,756-73.6% |
| Participant deferral / active EE | $1,173 | $2,927-59.9% | $4,003-70.7% | $4,299-72.7% |
| Admin fee / account holder | $1,184 | $3,690-67.9% | $4,006-70.4% | $6,940-82.9% |