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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 | $30,782 | $81,487-62.2% | $102,412-69.9% | $80,935-62.0% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.7%-8.2pp |
| Annual return | 10.22% | 25.60%-15.4pp | 24.94%-14.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,811 | $3,103-41.6% | $3,870-53.2% | $2,757-34.3% |
| Participant deferral / active EE | $1,974 | $3,871-49.0% | $5,060-61.0% | $4,299-54.1% |
| Admin fee / account holder | $8,415 | $6,717+25.3% | $8,388+0.3% | $6,924+21.5% |