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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 | $26,843 | $54,541-50.8% | $78,778-65.9% | $70,126-61.7% |
| Participation rate | 58.1% | 60.8%-2.7pp | 69.2%-11.1pp | 69.5%-11.5pp |
| Annual return | 11.99% | 21.07%-9.1pp | 35.62%-23.6pp | 73.15%-61.2pp |
| Employer contribution / active EE | $366 | $1,089-66.4% | $1,986-81.6% | $2,343-84.4% |
| Participant deferral / active EE | $2,066 | $2,210-6.5% | $2,958-30.2% | $3,332-38.0% |
| Admin fee / account holder | $2,449 | $3,709-34.0% | $5,134-52.3% | $4,645-47.3% |