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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 | $36,815 | $58,848-37.4% | $88,179-58.2% | $82,637-55.4% |
| Participation rate | 60.6% | 57.9%+2.7pp | 69.1%-8.5pp | 68.1%-7.4pp |
| Annual return | 9.73% | 22.76%-13.0pp | 64.97%-55.2pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,767 | $1,678+5.3% | $2,549-30.7% | $2,552-30.8% |
| Participant deferral / active EE | $2,056 | $3,124-34.2% | $4,614-55.4% | $4,126-50.2% |
| Admin fee / account holder | $3,861 | $4,795-19.5% | $7,673-49.7% | $7,339-47.4% |