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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 | $35,929 | $77,574-53.7% | $108,753-67.0% | $86,983-58.7% |
| Participation rate | 63.0% | 62.3%+0.7pp | 71.1%-8.1pp | 69.5%-6.6pp |
| Annual return | 7.16% | 18.42%-11.3pp | 37.47%-30.3pp | 25.83%-18.7pp |
| Employer contribution / active EE | $1,869 | $1,611+16.1% | $2,427-23.0% | $2,584-27.7% |
| Participant deferral / active EE | $1,270 | $3,128-59.4% | $4,115-69.1% | $4,194-69.7% |
| Admin fee / account holder | $8,930 | $6,529+36.8% | $10,320-13.5% | $7,856+13.7% |