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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 | $35,100 | $45,087-22.2% | $69,483-49.5% | $72,976-51.9% |
| Participation rate | 65.9% | 68.5%-2.6pp | 74.6%-8.7pp | 69.5%-3.6pp |
| Annual return | 5.12% | 22.67%-17.5pp | 28.99%-23.9pp | 81.02%-75.9pp |
| Employer contribution / active EE | $2,452 | $2,055+19.3% | $2,780-11.8% | $2,440+0.5% |
| Participant deferral / active EE | $2,844 | $2,603+9.3% | $3,537-19.6% | $3,608-21.2% |
| Admin fee / account holder | $4,296 | $3,057+40.5% | $3,841+11.8% | $5,124-16.2% |