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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 | $35,956 | $78,425-54.2% | $95,956-62.5% | $79,858-55.0% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.7pp |
| Annual return | 8.74% | 19.37%-10.6pp | 91.63%-82.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,112 | $1,945-42.8% | $2,541-56.3% | $2,471-55.0% |
| Participant deferral / active EE | $1,849 | $3,440-46.3% | $4,167-55.6% | $3,740-50.6% |
| Admin fee / account holder | $5,641 | $5,622+0.3% | $6,797-17.0% | $5,306+6.3% |