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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 | $31,208 | $87,132-64.2% | $105,624-70.5% | $80,959-61.5% |
| Participation rate | 67.9% | 70.4%-2.6pp | 75.3%-7.4pp | 67.7%+0.2pp |
| Annual return | 8.51% | 17.03%-8.5pp | 116.20%-107.7pp | 35.67%-27.2pp |
| Employer contribution / active EE | $2,107 | $2,397-12.1% | $3,168-33.5% | $2,757-23.6% |
| Participant deferral / active EE | $4,456 | $3,985+11.8% | $5,013-11.1% | $4,300+3.6% |
| Admin fee / account holder | $26,056 | $8,449+208.4% | $10,961+137.7% | $6,925+276.2% |