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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 | $28,742 | $76,407-62.4% | $150,298-80.9% | $82,448-65.1% |
| Participation rate | 65.2% | 66.4%-1.2pp | 77.8%-12.5pp | 68.1%-2.9pp |
| Annual return | 12.59% | 39.99%-27.4pp | 62.79%-50.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,305 | $2,614-50.1% | $4,154-68.6% | $2,551-48.8% |
| Participant deferral / active EE | $2,196 | $3,214-31.7% | $5,453-59.7% | $4,139-46.9% |
| Admin fee / account holder | $3,265 | $6,352-48.6% | $14,116-76.9% | $7,234-54.9% |