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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 | $26,781 | $95,959-72.1% | $97,411-72.5% | $138,895-80.7% |
| Participation rate | 42.9% | 81.8%-39.0pp | 80.4%-37.5pp | 79.9%-37.1pp |
| Annual return | 8.98% | 29.30%-20.3pp | 34.72%-25.7pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,091 | $4,278-74.5% | $4,210-74.1% | $4,194-74.0% |
| Participant deferral / active EE | $1,814 | $5,876-69.1% | $5,886-69.2% | $6,396-71.6% |
| Admin fee / account holder | $346 | $7,555-95.4% | $7,145-95.2% | $12,562-97.2% |