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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 | $32,376 | $72,269-55.2% | $101,271-68.0% | $79,852-59.5% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 9.90% | 22.29%-12.4pp | 46.48%-36.6pp | 31.72%-21.8pp |
| Employer contribution / active EE | $4,139 | $2,692+53.8% | $3,660+13.1% | $2,471+67.5% |
| Participant deferral / active EE | $2,347 | $3,282-28.5% | $4,371-46.3% | $3,740-37.2% |
| Admin fee / account holder | $5,964 | $4,401+35.5% | $5,948+0.3% | $5,306+12.4% |