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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 | $18,498 | $52,580-64.8% | $71,671-74.2% | $70,126-73.6% |
| Participation rate | 64.9% | 60.9%+4.0pp | 68.7%-3.9pp | 69.5%-4.7pp |
| Annual return | 9.14% | 20.25%-11.1pp | 20.65%-11.5pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,584 | $1,616-1.9% | $2,460-35.6% | $2,343-32.4% |
| Participant deferral / active EE | $2,203 | $2,386-7.7% | $3,438-35.9% | $3,332-33.9% |
| Admin fee / account holder | $5,426 | $3,653+48.6% | $5,558-2.4% | $4,645+16.8% |