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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 | $38,913 | $71,208-45.4% | $93,681-58.5% | $80,911-51.9% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 9.67% | 11.27%-1.6pp | 133.47%-123.8pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,547 | $1,564-1.1% | $2,422-36.1% | $2,756-43.9% |
| Participant deferral / active EE | $3,912 | $4,035-3.0% | $4,415-11.4% | $4,297-9.0% |
| Admin fee / account holder | $2,866 | $6,951-58.8% | $8,290-65.4% | $6,935-58.7% |