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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 | $37,425 | $70,430-46.9% | $96,572-61.2% | $85,851-56.4% |
| Participation rate | 63.0% | 61.8%+1.2pp | 69.8%-6.9pp | 69.3%-6.4pp |
| Annual return | 9.34% | 18.58%-9.2pp | 37.79%-28.4pp | 318.63%-309.3pp |
| Employer contribution / active EE | $2,214 | $1,413+56.6% | $2,357-6.1% | $2,565-13.7% |
| Participant deferral / active EE | $4,116 | $2,894+42.2% | $3,850+6.9% | $3,952+4.1% |
| Admin fee / account holder | $14,782 | $4,996+195.9% | $6,183+139.1% | $6,261+136.1% |