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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 | $35,741 | $58,851-39.3% | $115,170-69.0% | $72,983-51.0% |
| Participation rate | 62.2% | 65.5%-3.3pp | 75.9%-13.7pp | 69.5%-7.3pp |
| Annual return | 2.83% | 23.16%-20.3pp | 35.60%-32.8pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,693 | $1,798-5.8% | $3,179-46.7% | $2,440-30.6% |
| Participant deferral / active EE | $1,869 | $2,643-29.3% | $4,169-55.2% | $3,608-48.2% |
| Admin fee / account holder | $4,284 | $6,370-32.7% | $7,089-39.6% | $5,124-16.4% |