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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 | $32,819 | $76,407-57.0% | $150,298-78.2% | $82,448-60.2% |
| Participation rate | 66.2% | 66.4%-0.2pp | 77.8%-11.5pp | 68.1%-1.8pp |
| Annual return | 11.73% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,425 | $2,614-7.2% | $4,154-41.6% | $2,551-4.9% |
| Participant deferral / active EE | $4,221 | $3,214+31.3% | $5,453-22.6% | $4,139+2.0% |
| Admin fee / account holder | $2,225 | $6,352-65.0% | $14,116-84.2% | $7,234-69.2% |