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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 | $81,262-66.1% | $155,602-82.3% | $80,911-65.9% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.6%+0.1pp |
| Annual return | 8.60% | 33.34%-24.7pp | 64.81%-56.2pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,482 | $3,102-52.2% | $4,675-68.3% | $2,756-46.2% |
| Participant deferral / active EE | $3,588 | $3,451+4.0% | $5,629-36.3% | $4,297-16.5% |
| Admin fee / account holder | $11,613 | $7,992+45.3% | $15,923-27.1% | $6,935+67.5% |