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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 | $25,496 | $155,555-83.6% | $146,866-82.6% | $155,188-83.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 7.59% | 115.41%-107.8pp | 102.85%-95.3pp | 148.84%-141.2pp |
| Employer contribution / active EE | $1,882 | $4,647-59.5% | $4,425-57.5% | $4,248-55.7% |
| Participant deferral / active EE | $9,644 | $8,044+19.9% | $7,759+24.3% | $6,531+47.7% |
| Admin fee / account holder | $9,700 | $14,755-34.3% | $13,620-28.8% | $14,480-33.0% |