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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 | $21,775 | $78,690-72.3% | $161,489-86.5% | $87,485-75.1% |
| Participation rate | 58.7% | 67.5%-8.8pp | 78.7%-20.0pp | 68.9%-10.2pp |
| Annual return | 11.30% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,036 | $2,588-21.4% | $4,268-52.3% | $2,596-21.6% |
| Participant deferral / active EE | $2,631 | $3,311-20.5% | $5,630-53.3% | $4,274-38.4% |
| Admin fee / account holder | $6,156 | $6,724-8.4% | $16,006-61.5% | $7,775-20.8% |