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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 | $26,651 | $57,969-54.0% | $76,327-65.1% | $80,935-67.1% |
| Participation rate | 66.0% | 73.7%-7.8pp | 79.2%-13.3pp | 67.7%-1.7pp |
| Annual return | 10.15% | 15.90%-5.7pp | 13.79%-3.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,641 | $3,570-26.0% | $4,584-42.4% | $2,757-4.2% |
| Participant deferral / active EE | $5,463 | $3,814+43.2% | $5,478-0.3% | $4,299+27.1% |
| Admin fee / account holder | $2,462 | $5,670-56.6% | $5,139-52.1% | $6,924-64.4% |