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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 | $57,140-51.4% | $85,240-67.4% | $80,959-65.7% |
| Participation rate | 55.2% | 56.4%-1.2pp | 67.5%-12.3pp | 67.7%-12.4pp |
| Annual return | 8.55% | 21.71%-13.2pp | 66.75%-58.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,754 | $1,802-2.7% | $2,735-35.9% | $2,757-36.4% |
| Participant deferral / active EE | $2,461 | $3,115-21.0% | $4,527-45.6% | $4,300-42.8% |
| Admin fee / account holder | $19,069 | $4,992+282.0% | $6,165+209.3% | $6,925+175.4% |