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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 | $20,210 | $56,894-64.5% | $84,753-76.2% | $62,881-67.9% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 3.66% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,046 | $2,400-14.7% | $3,574-42.8% | $2,281-10.3% |
| Participant deferral / active EE | $3,203 | $2,709+18.2% | $3,712-13.7% | $3,2030% |
| Admin fee / account holder | $4,283 | $3,581+19.6% | $5,333-19.7% | $4,296-0.3% |