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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 | $27,875 | $48,011-41.9% | $63,803-56.3% | $82,637-66.3% |
| Participation rate | 38.9% | 66.6%-27.7pp | 72.7%-33.8pp | 68.1%-29.2pp |
| Annual return | 9.47% | 19.84%-10.4pp | 543.72%-534.3pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,031 | $1,904-45.9% | $2,532-59.3% | $2,552-59.6% |
| Participant deferral / active EE | $1,446 | $2,846-49.2% | $3,843-62.4% | $4,126-65.0% |
| Admin fee / account holder | $8,959 | $3,873+131.3% | $5,196+72.4% | $7,339+22.1% |