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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 | $76,834-66.6% | $108,359-76.3% | $87,485-70.6% |
| Participation rate | 52.1% | 61.7%-9.7pp | 70.1%-18.1pp | 68.9%-16.9pp |
| Annual return | 6.69% | 19.09%-12.4pp | 36.89%-30.2pp | 26.06%-19.4pp |
| Employer contribution / active EE | $1,811 | $1,556+16.3% | $2,399-24.5% | $2,596-30.3% |
| Participant deferral / active EE | $2,973 | $3,100-4.1% | $4,137-28.1% | $4,274-30.4% |
| Admin fee / account holder | $634 | $6,537-90.3% | $9,741-93.5% | $7,775-91.8% |