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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 | $15,927 | $64,920-75.5% | $103,693-84.6% | $86,983-81.7% |
| Participation rate | 43.3% | 63.6%-20.3pp | 72.6%-29.3pp | 69.5%-26.2pp |
| Annual return | 8.55% | 30.29%-21.7pp | 47.61%-39.1pp | 25.83%-17.3pp |
| Employer contribution / active EE | $1,673 | $2,141-21.9% | $2,920-42.7% | $2,584-35.3% |
| Participant deferral / active EE | $1,658 | $3,241-48.8% | $4,579-63.8% | $4,194-60.5% |
| Admin fee / account holder | $8,753 | $6,191+41.4% | $7,858+11.4% | $7,856+11.4% |