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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 | $58,057-36.6% | $97,032-62.1% | $86,983-57.7% |
| Participation rate | 60.6% | 60.4%+0.2pp | 71.6%-11.0pp | 69.5%-8.9pp |
| Annual return | 9.73% | 22.26%-12.5pp | 35.38%-25.6pp | 25.83%-16.1pp |
| Employer contribution / active EE | $1,767 | $1,663+6.2% | $2,629-32.8% | $2,584-31.6% |
| Participant deferral / active EE | $2,056 | $3,244-36.6% | $4,672-56.0% | $4,194-51.0% |
| Admin fee / account holder | $3,861 | $4,839-20.2% | $9,418-59.0% | $7,856-50.9% |