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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 | $48,314-44.5% | $67,561-60.3% | $80,925-66.8% |
| Participation rate | 36.7% | 66.4%-29.7pp | 72.9%-36.2pp | 67.7%-31.0pp |
| Annual return | 9.61% | 18.28%-8.7pp | 3525.44%-3515.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $988 | $2,022-51.1% | $2,735-63.9% | $2,756-64.2% |
| Participant deferral / active EE | $2,471 | $2,927-15.6% | $4,003-38.3% | $4,299-42.5% |
| Admin fee / account holder | $1,969 | $3,690-46.6% | $4,006-50.8% | $6,940-71.6% |