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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 | $26,135 | $62,672-58.3% | $185,117-85.9% | $70,126-62.7% |
| Participation rate | 59.2% | 63.8%-4.6pp | 77.3%-18.1pp | 69.5%-10.4pp |
| Annual return | 11.14% | 40.79%-29.6pp | 40.50%-29.4pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,415 | $1,753-19.3% | $4,182-66.2% | $2,343-39.6% |
| Participant deferral / active EE | $2,130 | $3,272-34.9% | $5,045-57.8% | $3,332-36.1% |
| Admin fee / account holder | $2,260 | $3,932-42.5% | $8,159-72.3% | $4,645-51.4% |