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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 | $64,920-65.3% | $103,693-78.3% | $86,983-74.1% |
| Participation rate | 61.0% | 63.6%-2.6pp | 72.6%-11.7pp | 69.5%-8.6pp |
| Annual return | 10.23% | 30.29%-20.1pp | 47.61%-37.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $3,305 | $2,141+54.4% | $2,920+13.2% | $2,584+27.9% |
| Participant deferral / active EE | $1,963 | $3,241-39.4% | $4,579-57.1% | $4,194-53.2% |
| Admin fee / account holder | $6,564 | $6,191+6.0% | $7,858-16.5% | $7,856-16.4% |