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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 | $27,827 | $45,343-38.6% | $150,298-81.5% | $67,986-59.1% |
| Participation rate | 46.2% | 51.9%-5.6pp | 77.8%-31.5pp | 57.2%-11.0pp |
| Annual return | 11.88% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $887 | $1,462-39.4% | $4,154-78.7% | $2,019-56.1% |
| Participant deferral / active EE | $1,860 | $2,055-9.5% | $5,453-65.9% | $3,358-44.6% |
| Admin fee / account holder | $4,355 | $2,250+93.6% | $14,116-69.1% | $3,203+36.0% |