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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 | $25,693 | $73,787-65.2% | $98,716-74.0% | $82,448-68.8% |
| Participation rate | 52.1% | 61.4%-9.4pp | 69.3%-17.2pp | 68.1%-16.0pp |
| Annual return | 6.69% | 18.57%-11.9pp | 31.81%-25.1pp | 41.64%-34.9pp |
| Employer contribution / active EE | $1,811 | $1,511+19.8% | $2,279-20.5% | $2,551-29.0% |
| Participant deferral / active EE | $2,973 | $3,081-3.5% | $4,048-26.6% | $4,139-28.2% |
| Admin fee / account holder | $634 | $6,500-90.2% | $8,703-92.7% | $7,234-91.2% |