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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 | $23,139 | $65,367-64.6% | $92,915-75.1% | $72,976-68.3% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 16.26% | 42.11%-25.8pp | 109.45%-93.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $4,446 | $2,594+71.4% | $3,653+21.7% | $2,440+82.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,065 | $4,251-27.9% | $5,796-47.1% | $5,124-40.2% |