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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 | $27,514 | $73,107-62.4% | $114,563-76.0% | $87,485-68.6% |
| Participation rate | 55.2% | 65.8%-10.6pp | 72.9%-17.7pp | 68.9%-13.8pp |
| Annual return | 12.30% | 19.47%-7.2pp | 241.09%-228.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $996 | $1,881-47.0% | $2,592-61.6% | $2,596-61.6% |
| Participant deferral / active EE | $1,617 | $3,144-48.6% | $4,142-61.0% | $4,274-62.2% |
| Admin fee / account holder | $1,159 | $5,770-79.9% | $7,623-84.8% | $7,775-85.1% |