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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 | $81,276-63.2% | $155,574-80.8% | $80,925-63.1% |
| Participation rate | 65.9% | 66.2%-0.3pp | 78.2%-12.3pp | 67.7%-1.7pp |
| Annual return | 10.40% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,650 | $3,103-46.8% | $4,676-64.7% | $2,756-40.2% |
| Participant deferral / active EE | $2,578 | $3,453-25.3% | $5,629-54.2% | $4,299-40.0% |
| Admin fee / account holder | $665 | $7,993-91.7% | $15,914-95.8% | $6,940-90.4% |