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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 | $27,554 | $81,358-66.1% | $155,556-82.3% | $80,959-66.0% |
| Participation rate | 67.7% | 66.3%+1.5pp | 78.2%-10.5pp | 67.7%+0.1pp |
| Annual return | 8.60% | 33.39%-24.8pp | 64.84%-56.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,482 | $3,106-52.3% | $4,675-68.3% | $2,757-46.2% |
| Participant deferral / active EE | $3,588 | $3,455+3.8% | $5,631-36.3% | $4,300-16.6% |
| Admin fee / account holder | $11,613 | $7,994+45.3% | $15,885-26.9% | $6,925+67.7% |