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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 | $76,407-63.1% | $150,298-81.3% | $82,448-65.8% |
| Participation rate | 65.2% | 66.4%-1.2pp | 77.8%-12.5pp | 68.1%-2.9pp |
| Annual return | 7.38% | 39.99%-32.6pp | 62.79%-55.4pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,081 | $2,614-58.7% | $4,154-74.0% | $2,551-57.6% |
| Participant deferral / active EE | $967 | $3,214-69.9% | $5,453-82.3% | $4,139-76.6% |
| Admin fee / account holder | $6,992 | $6,352+10.1% | $14,116-50.5% | $7,234-3.3% |