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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 | $24,874 | $81,276-69.4% | $155,574-84.0% | $80,925-69.3% |
| Participation rate | 65.6% | 66.2%-0.6pp | 78.2%-12.6pp | 67.7%-2.0pp |
| Annual return | 7.64% | 33.36%-25.7pp | 64.87%-57.2pp | 35.65%-28.0pp |
| Employer contribution / active EE | $1,042 | $3,103-66.4% | $4,676-77.7% | $2,756-62.2% |
| Participant deferral / active EE | $1,694 | $3,453-51.0% | $5,629-69.9% | $4,299-60.6% |
| Admin fee / account holder | $1,459 | $7,993-81.7% | $15,914-90.8% | $6,940-79.0% |