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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 | $20,658 | $65,361-68.4% | $92,903-77.8% | $72,983-71.7% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 13.48% | 42.11%-28.6pp | 109.43%-95.9pp | 81.01%-67.5pp |
| Employer contribution / active EE | $1,908 | $2,594-26.5% | $3,653-47.8% | $2,440-21.8% |
| Participant deferral / active EE | $3,596 | $3,128+14.9% | $4,238-15.2% | $3,608-0.3% |
| Admin fee / account holder | $1,251 | $4,251-70.6% | $5,795-78.4% | $5,124-75.6% |