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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 | $27,907 | $71,057-60.7% | $93,654-70.2% | $80,874-65.5% |
| Participation rate | 53.5% | 60.4%-6.9pp | 68.7%-15.2pp | 67.6%-14.2pp |
| Annual return | 8.87% | 11.26%-2.4pp | 133.34%-124.5pp | 35.62%-26.7pp |
| Employer contribution / active EE | $402 | $1,564-74.3% | $2,421-83.4% | $2,756-85.4% |
| Participant deferral / active EE | $2,897 | $4,034-28.2% | $4,413-34.3% | $4,297-32.6% |
| Admin fee / account holder | $3,626 | $6,944-47.8% | $8,282-56.2% | $6,935-47.7% |