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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 | $25,194 | $86,891-71.0% | $142,516-82.3% | $75,173-66.5% |
| Participation rate | 51.4% | 68.5%-17.1pp | 76.8%-25.3pp | 67.2%-15.8pp |
| Annual return | 12.59% | 23.31%-10.7pp | 19.99%-7.4pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,412 | $3,355-57.9% | $4,849-70.9% | $2,671-47.1% |
| Participant deferral / active EE | $1,947 | $4,938-60.6% | $6,280-69.0% | $4,126-52.8% |
| Admin fee / account holder | $1,912 | $7,299-73.8% | $10,008-80.9% | $5,651-66.2% |