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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 | $27,798 | $95,406-70.9% | $185,849-85.0% | $85,847-67.6% |
| Participation rate | 58.6% | 68.8%-10.1pp | 81.7%-23.1pp | 69.3%-10.7pp |
| Annual return | 10.79% | 23.59%-12.8pp | 122.10%-111.3pp | 318.61%-307.8pp |
| Employer contribution / active EE | $1,412 | $3,314-57.4% | $5,169-72.7% | $2,565-45.0% |
| Participant deferral / active EE | $3,506 | $3,424+2.4% | $5,569-37.0% | $3,952-11.3% |
| Admin fee / account holder | $7,696 | $7,214+6.7% | $16,244-52.6% | $6,261+22.9% |