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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 | $27,402 | $85,171-67.8% | $172,753-84.1% | $72,976-62.5% |
| Participation rate | 63.7% | 70.1%-6.3pp | 82.6%-18.9pp | 69.5%-5.8pp |
| Annual return | 3.94% | 27.32%-23.4pp | 803.00%-799.1pp | 81.02%-77.1pp |
| Employer contribution / active EE | $568 | $3,324-82.9% | $5,144-89.0% | $2,440-76.7% |
| Participant deferral / active EE | $2,737 | $3,260-16.1% | $5,198-47.3% | $3,608-24.1% |
| Admin fee / account holder | $448 | $5,880-92.4% | $13,956-96.8% | $5,124-91.3% |