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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 | $23,902 | $58,848-59.4% | $88,179-72.9% | $82,637-71.1% |
| Participation rate | 54.5% | 57.9%-3.4pp | 69.1%-14.6pp | 68.1%-13.5pp |
| Annual return | 12.55% | 22.76%-10.2pp | 64.97%-52.4pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,066 | $1,678-36.5% | $2,549-58.2% | $2,552-58.2% |
| Participant deferral / active EE | $1,349 | $3,124-56.8% | $4,614-70.8% | $4,126-67.3% |
| Admin fee / account holder | $2,715 | $4,795-43.4% | $7,673-64.6% | $7,339-63.0% |