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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 | $28,571 | $76,371-62.6% | $93,621-69.5% | $72,976-60.8% |
| Participation rate | 64.3% | 71.8%-7.5pp | 75.8%-11.5pp | 69.5%-5.2pp |
| Annual return | 15.39% | 25.82%-10.4pp | 32.76%-17.4pp | 81.02%-65.6pp |
| Employer contribution / active EE | $1,546 | $2,276-32.1% | $2,719-43.1% | $2,440-36.6% |
| Participant deferral / active EE | $3,296 | $3,538-6.9% | $4,070-19.0% | $3,608-8.6% |
| Admin fee / account holder | $339 | $6,839-95.0% | $7,890-95.7% | $5,124-93.4% |