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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 | $27,338 | $58,851-53.5% | $115,170-76.3% | $72,975-62.5% |
| Participation rate | 55.6% | 65.5%-10.0pp | 75.9%-20.4pp | 69.5%-13.9pp |
| Annual return | 8.30% | 23.16%-14.9pp | 35.60%-27.3pp | 81.01%-72.7pp |
| Employer contribution / active EE | $921 | $1,798-48.8% | $3,179-71.0% | $2,440-62.2% |
| Participant deferral / active EE | $2,691 | $2,643+1.8% | $4,169-35.5% | $3,608-25.4% |
| Admin fee / account holder | $973 | $6,370-84.7% | $7,089-86.3% | $5,124-81.0% |