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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 | $29,876 | $81,358-63.3% | $155,556-80.8% | $80,959-63.1% |
| Participation rate | 65.9% | 66.3%-0.4pp | 78.2%-12.3pp | 67.7%-1.8pp |
| Annual return | 10.40% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,650 | $3,106-46.9% | $4,675-64.7% | $2,757-40.2% |
| Participant deferral / active EE | $2,578 | $3,455-25.4% | $5,631-54.2% | $4,300-40.1% |
| Admin fee / account holder | $665 | $7,994-91.7% | $15,885-95.8% | $6,925-90.4% |