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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 | $71,208-51.8% | $93,681-63.4% | $80,911-57.6% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.6%-3.4pp |
| Annual return | 9.76% | 11.27%-1.5pp | 133.47%-123.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $2,103 | $1,564+34.4% | $2,422-13.2% | $2,756-23.7% |
| Participant deferral / active EE | $2,914 | $4,035-27.8% | $4,415-34.0% | $4,297-32.2% |
| Admin fee / account holder | $4,814 | $6,951-30.7% | $8,290-41.9% | $6,935-30.6% |