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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 | $86,050-66.8% | $189,758-84.9% | $94,015-69.6% |
| Participation rate | 60.6% | 68.9%-8.3pp | 79.8%-19.2pp | 70.8%-10.2pp |
| Annual return | 10.62% | 17.77%-7.2pp | 52.62%-42.0pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,591 | $2,819-43.6% | $4,767-66.6% | $2,790-43.0% |
| Participant deferral / active EE | $4,704 | $3,349+40.5% | $5,856-19.7% | $4,249+10.7% |
| Admin fee / account holder | $1,883 | $6,627-71.6% | $20,388-90.8% | $8,951-79.0% |