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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 | $34,314 | $71,230-51.8% | $93,727-63.4% | $80,959-57.6% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 9.76% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,103 | $1,565+34.3% | $2,421-13.2% | $2,757-23.7% |
| Participant deferral / active EE | $2,914 | $4,037-27.8% | $4,417-34.0% | $4,300-32.2% |
| Admin fee / account holder | $4,814 | $6,961-30.8% | $8,292-41.9% | $6,925-30.5% |