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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 | $76,407-69.2% | $150,298-84.4% | $82,448-71.5% |
| Participation rate | 59.1% | 66.4%-7.3pp | 77.8%-18.7pp | 68.1%-9.0pp |
| Annual return | 10.59% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,378 | $2,614-47.3% | $4,154-66.8% | $2,551-46.0% |
| Participant deferral / active EE | $2,551 | $3,214-20.6% | $5,453-53.2% | $4,139-38.4% |
| Admin fee / account holder | $7,592 | $6,352+19.5% | $14,116-46.2% | $7,234+4.9% |