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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 | $20,584 | $45,050-54.3% | $63,018-67.3% | $70,126-70.6% |
| Participation rate | 69.4% | 69.5%-0.1pp | 74.8%-5.4pp | 69.5%-0.2pp |
| Annual return | 7.82% | 18.76%-10.9pp | 87.62%-79.8pp | 73.15%-65.3pp |
| Employer contribution / active EE | $1,625 | $2,052-20.8% | $2,761-41.1% | $2,343-30.6% |
| Participant deferral / active EE | $1,902 | $2,466-22.8% | $3,330-42.9% | $3,332-42.9% |
| Admin fee / account holder | $1,437 | $2,834-49.3% | $3,601-60.1% | $4,645-69.1% |