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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 | $27,284 | $77,814-64.9% | $158,223-82.8% | $86,983-68.6% |
| Participation rate | 32.0% | 68.4%-36.4pp | 79.2%-47.2pp | 69.5%-37.5pp |
| Annual return | 9.64% | 30.54%-20.9pp | 52.09%-42.4pp | 25.83%-16.2pp |
| Employer contribution / active EE | $277 | $2,592-89.3% | $4,109-93.2% | $2,584-89.3% |
| Participant deferral / active EE | $1,420 | $3,270-56.6% | $5,467-74.0% | $4,194-66.1% |
| Admin fee / account holder | $19,058 | $5,879+224.2% | $16,047+18.8% | $7,856+142.6% |