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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 | $36,462 | $75,541-51.7% | $152,093-76.0% | $82,637-55.9% |
| Participation rate | 66.2% | 66.5%-0.3pp | 77.8%-11.6pp | 68.1%-1.9pp |
| Annual return | 6.72% | 32.56%-25.8pp | 66.36%-59.6pp | 53.51%-46.8pp |
| Employer contribution / active EE | $1,661 | $2,622-36.6% | $4,175-60.2% | $2,552-34.9% |
| Participant deferral / active EE | $3,009 | $3,206-6.1% | $5,451-44.8% | $4,126-27.1% |
| Admin fee / account holder | $28,074 | $6,405+338.3% | $14,497+93.7% | $7,339+282.5% |