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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 | $35,932 | $75,541-52.4% | $152,093-76.4% | $82,637-56.5% |
| Participation rate | 67.6% | 66.5%+1.1pp | 77.8%-10.1pp | 68.1%-0.4pp |
| Annual return | 8.21% | 32.56%-24.3pp | 66.36%-58.2pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,440 | $2,622-45.1% | $4,175-65.5% | $2,552-43.6% |
| Participant deferral / active EE | $2,069 | $3,206-35.4% | $5,451-62.0% | $4,126-49.8% |
| Admin fee / account holder | $6,201 | $6,405-3.2% | $14,497-57.2% | $7,339-15.5% |