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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 | $25,602 | $71,197-64.0% | $93,669-72.7% | $80,925-68.4% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.5pp | 67.7%-29.4pp |
| Annual return | 7.38% | 11.27%-3.9pp | 133.59%-126.2pp | 35.65%-28.3pp |
| Employer contribution / active EE | $1,422 | $1,565-9.1% | $2,424-41.3% | $2,756-48.4% |
| Participant deferral / active EE | $2,245 | $4,036-44.4% | $4,416-49.2% | $4,299-47.8% |
| Admin fee / account holder | $9,806 | $6,959+40.9% | $8,291+18.3% | $6,940+41.3% |