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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 | $28,603 | $76,407-62.6% | $150,298-81.0% | $82,448-65.3% |
| Participation rate | 60.6% | 66.4%-5.8pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 10.62% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,591 | $2,614-39.1% | $4,154-61.7% | $2,551-37.6% |
| Participant deferral / active EE | $4,704 | $3,214+46.4% | $5,453-13.7% | $4,139+13.7% |
| Admin fee / account holder | $1,883 | $6,352-70.4% | $14,116-86.7% | $7,234-74.0% |