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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 | $28,165 | $75,541-62.7% | $152,093-81.5% | $82,637-65.9% |
| Participation rate | 65.2% | 66.5%-1.3pp | 77.8%-12.5pp | 68.1%-2.8pp |
| Annual return | 7.38% | 32.56%-25.2pp | 66.36%-59.0pp | 53.51%-46.1pp |
| Employer contribution / active EE | $1,081 | $2,622-58.8% | $4,175-74.1% | $2,552-57.7% |
| Participant deferral / active EE | $967 | $3,206-69.8% | $5,451-82.3% | $4,126-76.6% |
| Admin fee / account holder | $6,992 | $6,405+9.2% | $14,497-51.8% | $7,339-4.7% |