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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 | $22,526 | $69,590-67.6% | $136,867-83.5% | $94,015-76.0% |
| Participation rate | 61.0% | 66.3%-5.3pp | 74.5%-13.6pp | 70.8%-9.8pp |
| Annual return | 10.23% | 19.62%-9.4pp | 42.97%-32.7pp | 17.84%-7.6pp |
| Employer contribution / active EE | $3,305 | $2,396+37.9% | $3,547-6.8% | $2,790+18.5% |
| Participant deferral / active EE | $1,963 | $3,437-42.9% | $4,924-60.1% | $4,249-53.8% |
| Admin fee / account holder | $6,564 | $8,912-26.3% | $10,340-36.5% | $8,951-26.7% |