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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 | $26,834 | $48,337-44.5% | $67,560-60.3% | $80,959-66.9% |
| Participation rate | 36.7% | 66.4%-29.8pp | 72.9%-36.3pp | 67.7%-31.0pp |
| Annual return | 9.61% | 18.26%-8.7pp | 3533.50%-3523.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $988 | $2,023-51.2% | $2,737-63.9% | $2,757-64.2% |
| Participant deferral / active EE | $2,471 | $2,928-15.6% | $4,004-38.3% | $4,300-42.5% |
| Admin fee / account holder | $1,969 | $3,695-46.7% | $3,994-50.7% | $6,925-71.6% |