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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 | $25,473 | $86,050-70.4% | $189,758-86.6% | $94,015-72.9% |
| Participation rate | 68.8% | 68.9%-0.1pp | 79.8%-11.0pp | 70.8%-2.1pp |
| Annual return | 9.78% | 17.77%-8.0pp | 52.62%-42.8pp | 17.84%-8.1pp |
| Employer contribution / active EE | $1,500 | $2,819-46.8% | $4,767-68.5% | $2,790-46.2% |
| Participant deferral / active EE | $3,006 | $3,349-10.2% | $5,856-48.7% | $4,249-29.3% |
| Admin fee / account holder | $761 | $6,627-88.5% | $20,388-96.3% | $8,951-91.5% |