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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 | $37,798 | $81,487-53.6% | $102,412-63.1% | $80,935-53.3% |
| Participation rate | 69.5% | 66.8%+2.6pp | 74.5%-5.0pp | 67.7%+1.8pp |
| Annual return | 9.92% | 25.60%-15.7pp | 24.94%-15.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,367 | $3,103-55.9% | $3,870-64.7% | $2,757-50.4% |
| Participant deferral / active EE | $2,876 | $3,871-25.7% | $5,060-43.2% | $4,299-33.1% |
| Admin fee / account holder | $2,471 | $6,717-63.2% | $8,388-70.5% | $6,924-64.3% |