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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 | $25,699 | $72,071-64.3% | $68,368-62.4% | $137,256-81.3% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 9.76% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,781 | $2,788-36.1% | $2,649-32.8% | $4,156-57.1% |
| Participant deferral / active EE | $1,555 | $4,410-64.7% | $4,123-62.3% | $6,407-75.7% |
| Admin fee / account holder | $1,084 | $5,336-79.7% | $5,150-79.0% | $12,270-91.2% |