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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 | $88,672-71.0% | $105,223-75.6% | $82,448-68.8% |
| Participation rate | 63.8% | 67.9%-4.2pp | 75.0%-11.3pp | 68.1%-4.3pp |
| Annual return | 9.80% | 30.86%-21.1pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $3,157 | $3,048+3.6% | $3,689-14.4% | $2,551+23.8% |
| Participant deferral / active EE | $4,255 | $4,036+5.4% | $5,072-16.1% | $4,139+2.8% |
| Admin fee / account holder | $1,728 | $7,146-75.8% | $8,859-80.5% | $7,234-76.1% |