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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 | $25,692 | $89,259-71.2% | $107,187-76.0% | $82,637-68.9% |
| Participation rate | 63.8% | 67.9%-4.2pp | 75.0%-11.3pp | 68.1%-4.3pp |
| Annual return | 9.80% | 21.02%-11.2pp | 204.55%-194.7pp | 53.51%-43.7pp |
| Employer contribution / active EE | $3,157 | $3,080+2.5% | $3,782-16.5% | $2,552+23.7% |
| Participant deferral / active EE | $4,255 | $4,037+5.4% | $5,096-16.5% | $4,126+3.1% |
| Admin fee / account holder | $1,728 | $7,381-76.6% | $9,162-81.1% | $7,339-76.4% |