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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 | $77,814-53.8% | $158,223-77.3% | $86,983-58.7% |
| Participation rate | 67.6% | 68.4%-0.8pp | 79.2%-11.6pp | 69.5%-1.9pp |
| Annual return | 8.21% | 30.54%-22.3pp | 52.09%-43.9pp | 25.83%-17.6pp |
| Employer contribution / active EE | $1,440 | $2,592-44.5% | $4,109-65.0% | $2,584-44.3% |
| Participant deferral / active EE | $2,069 | $3,270-36.7% | $5,467-62.1% | $4,194-50.7% |
| Admin fee / account holder | $6,201 | $5,879+5.5% | $16,047-61.4% | $7,856-21.1% |