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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 | $81,276-66.1% | $155,574-82.3% | $80,925-66.0% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.7%+0.1pp |
| Annual return | 8.60% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,482 | $3,103-52.2% | $4,676-68.3% | $2,756-46.2% |
| Participant deferral / active EE | $3,588 | $3,453+3.9% | $5,629-36.3% | $4,299-16.5% |
| Admin fee / account holder | $11,613 | $7,993+45.3% | $15,914-27.0% | $6,940+67.3% |