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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 | $81,504-72.7% | $102,437-78.3% | $80,959-72.5% |
| Participation rate | 51.7% | 66.9%-15.1pp | 74.5%-22.8pp | 67.7%-15.9pp |
| Annual return | 6.56% | 25.60%-19.0pp | 24.95%-18.4pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,424 | $3,104-54.1% | $3,871-63.2% | $2,757-48.4% |
| Participant deferral / active EE | $1,779 | $3,871-54.0% | $5,060-64.8% | $4,300-58.6% |
| Admin fee / account holder | $2,182 | $6,719-67.5% | $8,388-74.0% | $6,925-68.5% |