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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 | $26,437 | $65,367-59.6% | $92,915-71.5% | $72,976-63.8% |
| Participation rate | 65.6% | 68.3%-2.7pp | 76.0%-10.4pp | 69.5%-3.9pp |
| Annual return | 4.79% | 42.11%-37.3pp | 109.45%-104.7pp | 81.02%-76.2pp |
| Employer contribution / active EE | $784 | $2,594-69.8% | $3,653-78.5% | $2,440-67.9% |
| Participant deferral / active EE | $2,337 | $3,128-25.3% | $4,238-44.8% | $3,608-35.2% |
| Admin fee / account holder | $4,455 | $4,251+4.8% | $5,796-23.1% | $5,124-13.1% |