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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 | $22,795 | $78,013-70.8% | $178,449-87.2% | $80,911-71.8% |
| Participation rate | 65.6% | 65.7%-0.1pp | 77.1%-11.5pp | 67.6%-2.1pp |
| Annual return | 8.69% | 18.07%-9.4pp | 27.09%-18.4pp | 35.63%-26.9pp |
| Employer contribution / active EE | $2,390 | $2,287+4.5% | $3,951-39.5% | $2,756-13.3% |
| Participant deferral / active EE | $3,818 | $4,408-13.4% | $6,277-39.2% | $4,297-11.1% |
| Admin fee / account holder | $6,721 | $7,166-6.2% | $10,362-35.1% | $6,935-3.1% |