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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 | $26,578 | $116,190-77.1% | $93,614-71.6% | $152,885-82.6% |
| Participation rate | 63.6% | 78.0%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 7.08% | 35.96%-28.9pp | 32.76%-25.7pp | 345.39%-338.3pp |
| Employer contribution / active EE | $2,349 | $3,219-27.0% | $2,718-13.6% | $4,763-50.7% |
| Participant deferral / active EE | $3,827 | $4,604-16.9% | $4,069-6.0% | $5,851-34.6% |
| Admin fee / account holder | $4,000 | $10,749-62.8% | $7,889-49.3% | $11,598-65.5% |