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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 | $22,956 | $89,259-74.3% | $107,187-78.6% | $82,637-72.2% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 12.19% | 21.02%-8.8pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,437 | $3,080-53.4% | $3,782-62.0% | $2,552-43.7% |
| Participant deferral / active EE | $1,795 | $4,037-55.5% | $5,096-64.8% | $4,126-56.5% |
| Admin fee / account holder | $8,408 | $7,381+13.9% | $9,162-8.2% | $7,339+14.6% |