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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 | $63,703-56.8% | $93,063-70.4% | $82,448-66.6% |
| Participation rate | 55.2% | 63.8%-8.7pp | 72.1%-16.9pp | 68.1%-12.9pp |
| Annual return | 12.30% | -775.43%+787.7pp | 34.15%-21.9pp | 41.64%-29.3pp |
| Employer contribution / active EE | $996 | $1,729-42.4% | $2,476-59.8% | $2,551-60.9% |
| Participant deferral / active EE | $1,617 | $2,919-44.6% | $3,958-59.1% | $4,139-60.9% |
| Admin fee / account holder | $1,159 | $5,982-80.6% | $6,033-80.8% | $7,234-84.0% |