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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 | $26,988 | $77,920-65.4% | $149,723-82.0% | $75,177-64.1% |
| Participation rate | 65.3% | 65.6%-0.3pp | 78.8%-13.5pp | 67.2%-1.9pp |
| Annual return | 11.39% | 31.72%-20.3pp | 134.50%-123.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $1,360 | $3,138-56.7% | $4,821-71.8% | $2,671-49.1% |
| Participant deferral / active EE | $1,054 | $3,411-69.1% | $5,682-81.4% | $4,126-74.5% |
| Admin fee / account holder | $4,939 | $5,951-17.0% | $13,215-62.6% | $5,651-12.6% |