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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 | $27,992 | $50,637-44.7% | $86,582-67.7% | $62,293-55.1% |
| Participation rate | 57.5% | 67.9%-10.4pp | 73.5%-16.0pp | 69.5%-12.0pp |
| Annual return | 12.59% | 20.80%-8.2pp | 965.08%-952.5pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,118 | $2,075-46.1% | $2,839-60.6% | $2,042-45.3% |
| Participant deferral / active EE | $2,063 | $2,611-21.0% | $3,609-42.8% | $3,169-34.9% |
| Admin fee / account holder | $1,480 | $413+258.1% | $4,904-69.8% | $479+208.8% |