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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 | $26,027 | $75,541-65.5% | $152,093-82.9% | $82,637-68.5% |
| Participation rate | 68.7% | 66.5%+2.1pp | 77.8%-9.1pp | 68.1%+0.6pp |
| Annual return | 12.94% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,733 | $2,622-33.9% | $4,175-58.5% | $2,552-32.1% |
| Participant deferral / active EE | $2,966 | $3,206-7.5% | $5,451-45.6% | $4,126-28.1% |
| Admin fee / account holder | $16,574 | $6,405+158.8% | $14,497+14.3% | $7,339+125.8% |