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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 | $35,936 | $86,949-58.7% | $102,460-64.9% | $80,959-55.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 10.18% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,107 | $2,370-53.3% | $3,025-63.4% | $2,757-59.9% |
| Participant deferral / active EE | $3,015 | $4,121-26.8% | $5,056-40.4% | $4,300-29.9% |
| Admin fee / account holder | $1,560 | $8,048-80.6% | $9,460-83.5% | $6,925-77.5% |