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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 | $21,674 | $45,087-51.9% | $69,483-68.8% | $72,976-70.3% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 4.11% | 22.67%-18.6pp | 28.99%-24.9pp | 81.02%-76.9pp |
| Employer contribution / active EE | $1,300 | $2,055-36.7% | $2,780-53.2% | $2,440-46.7% |
| Participant deferral / active EE | $1,056 | $2,603-59.4% | $3,537-70.1% | $3,608-70.7% |
| Admin fee / account holder | $5,084 | $3,057+66.3% | $3,841+32.4% | $5,124-0.8% |