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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 | $35,019 | $86,949-59.7% | $102,460-65.8% | $80,959-56.7% |
| Participation rate | 57.5% | 72.4%-14.8pp | 76.5%-19.0pp | 67.7%-10.1pp |
| Annual return | 9.91% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,228 | $2,370-48.2% | $3,025-59.4% | $2,757-55.5% |
| Participant deferral / active EE | $2,329 | $4,121-43.5% | $5,056-53.9% | $4,300-45.8% |
| Admin fee / account holder | $12,113 | $8,048+50.5% | $9,460+28.0% | $6,925+74.9% |