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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 | $22,072 | $50,554-56.3% | $67,681-67.4% | $87,485-74.8% |
| Participation rate | 42.3% | 67.7%-25.4pp | 73.7%-31.4pp | 68.9%-26.6pp |
| Annual return | 8.75% | 17.81%-9.1pp | 590.58%-581.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $1,015 | $1,988-48.9% | $2,678-62.1% | $2,596-60.9% |
| Participant deferral / active EE | $2,018 | $2,961-31.9% | $3,976-49.2% | $4,274-52.8% |
| Admin fee / account holder | $3,089 | $4,132-25.3% | $6,100-49.4% | $7,775-60.3% |