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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 | $27,765 | $57,057-51.3% | $85,009-67.3% | $80,874-65.7% |
| Participation rate | 55.2% | 56.4%-1.1pp | 67.5%-12.3pp | 67.6%-12.4pp |
| Annual return | 8.55% | 21.66%-13.1pp | 66.47%-57.9pp | 35.62%-27.1pp |
| Employer contribution / active EE | $1,754 | $1,799-2.5% | $2,728-35.7% | $2,756-36.4% |
| Participant deferral / active EE | $2,461 | $3,112-20.9% | $4,522-45.6% | $4,297-42.7% |
| Admin fee / account holder | $19,069 | $4,986+282.4% | $6,153+209.9% | $6,935+175.0% |