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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 | $37,816 | $81,358-53.5% | $155,556-75.7% | $80,959-53.3% |
| Participation rate | 67.5% | 66.3%+1.2pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 9.93% | 33.39%-23.5pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,363 | $3,106-56.1% | $4,675-70.9% | $2,757-50.6% |
| Participant deferral / active EE | $2,703 | $3,455-21.8% | $5,631-52.0% | $4,300-37.1% |
| Admin fee / account holder | $7,403 | $7,994-7.4% | $15,885-53.4% | $6,925+6.9% |