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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 | $23,519 | $78,690-70.1% | $161,489-85.4% | $87,485-73.1% |
| Participation rate | 59.1% | 67.5%-8.4pp | 78.7%-19.6pp | 68.9%-9.8pp |
| Annual return | 10.59% | 32.74%-22.1pp | 89.72%-79.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,378 | $2,588-46.8% | $4,268-67.7% | $2,596-46.9% |
| Participant deferral / active EE | $2,551 | $3,311-22.9% | $5,630-54.7% | $4,274-40.3% |
| Admin fee / account holder | $7,592 | $6,724+12.9% | $16,006-52.6% | $7,775-2.4% |