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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 | $25,417 | $73,978-65.6% | $96,515-73.7% | $75,173-66.2% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 11.33% | 26.72%-15.4pp | 35.73%-24.4pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,678 | $2,931-42.8% | $3,740-55.1% | $2,671-37.2% |
| Participant deferral / active EE | $4,761 | $3,660+30.1% | $4,880-2.4% | $4,126+15.4% |
| Admin fee / account holder | $12,413 | $5,219+137.9% | $6,735+84.3% | $5,651+119.7% |