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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 | $81,262-53.5% | $155,602-75.7% | $80,911-53.3% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.6%-0.1pp |
| Annual return | 9.93% | 33.34%-23.4pp | 64.81%-54.9pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,363 | $3,102-56.1% | $4,675-70.9% | $2,756-50.5% |
| Participant deferral / active EE | $2,703 | $3,451-21.7% | $5,629-52.0% | $4,297-37.1% |
| Admin fee / account holder | $7,403 | $7,992-7.4% | $15,923-53.5% | $6,935+6.8% |