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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 | $25,892 | $95,415-72.9% | $185,851-86.1% | $85,851-69.8% |
| Participation rate | 67.6% | 68.8%-1.1pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 10.76% | 23.59%-12.8pp | 122.11%-111.3pp | 318.63%-307.9pp |
| Employer contribution / active EE | $1,441 | $3,314-56.5% | $5,168-72.1% | $2,565-43.8% |
| Participant deferral / active EE | $2,310 | $3,424-32.5% | $5,569-58.5% | $3,952-41.6% |
| Admin fee / account holder | $5,785 | $7,215-19.8% | $16,245-64.4% | $6,261-7.6% |