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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 | $81,457-62.2% | $103,378-70.2% | $80,911-62.0% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 10.22% | 25.58%-15.4pp | 24.91%-14.7pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,811 | $3,107-41.7% | $3,870-53.2% | $2,756-34.3% |
| Participant deferral / active EE | $1,974 | $3,871-49.0% | $5,058-61.0% | $4,297-54.1% |
| Admin fee / account holder | $8,415 | $6,717+25.3% | $8,401+0.2% | $6,935+21.3% |