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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 | $25,860 | $88,672-70.8% | $105,223-75.4% | $82,448-68.6% |
| Participation rate | 64.7% | 67.9%-3.2pp | 75.0%-10.3pp | 68.1%-3.4pp |
| Annual return | 3.60% | 30.86%-27.3pp | 180.65%-177.1pp | 41.64%-38.0pp |
| Employer contribution / active EE | $2,859 | $3,048-6.2% | $3,689-22.5% | $2,551+12.1% |
| Participant deferral / active EE | $2,657 | $4,036-34.2% | $5,072-47.6% | $4,139-35.8% |
| Admin fee / account holder | $1,042 | $7,146-85.4% | $8,859-88.2% | $7,234-85.6% |