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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 | $23,933 | $58,493-59.1% | $84,021-71.5% | $72,975-67.2% |
| Participation rate | 52.9% | 61.2%-8.3pp | 69.0%-16.1pp | 69.5%-16.5pp |
| Annual return | 12.99% | 28.93%-15.9pp | 71.32%-58.3pp | 81.01%-68.0pp |
| Employer contribution / active EE | $1,103 | $1,163-5.1% | $1,984-44.4% | $2,440-54.8% |
| Participant deferral / active EE | $2,122 | $2,394-11.4% | $3,239-34.5% | $3,608-41.2% |
| Admin fee / account holder | $1,205 | $4,569-73.6% | $6,102-80.2% | $5,124-76.5% |