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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 | $22,264 | $81,446-72.7% | $103,374-78.5% | $80,874-72.5% |
| Participation rate | 51.7% | 66.9%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 6.56% | 25.57%-19.0pp | 24.89%-18.3pp | 35.62%-29.1pp |
| Employer contribution / active EE | $1,424 | $3,107-54.2% | $3,869-63.2% | $2,756-48.3% |
| Participant deferral / active EE | $1,779 | $3,870-54.0% | $5,058-64.8% | $4,297-58.6% |
| Admin fee / account holder | $2,182 | $6,715-67.5% | $8,394-74.0% | $6,935-68.5% |