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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 | $25,937 | $155,555-83.3% | $146,866-82.3% | $155,188-83.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 5.94% | 115.41%-109.5pp | 102.85%-96.9pp | 148.84%-142.9pp |
| Employer contribution / active EE | $1,873 | $4,647-59.7% | $4,425-57.7% | $4,248-55.9% |
| Participant deferral / active EE | $2,512 | $8,044-68.8% | $7,759-67.6% | $6,531-61.5% |
| Admin fee / account holder | $16,209 | $14,755+9.8% | $13,620+19.0% | $14,480+11.9% |