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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 | $34,325 | $52,580-34.7% | $71,671-52.1% | $70,126-51.1% |
| Participation rate | 62.1% | 60.9%+1.2pp | 68.7%-6.6pp | 69.5%-7.4pp |
| Annual return | 7.73% | 20.25%-12.5pp | 20.65%-12.9pp | 73.15%-65.4pp |
| Employer contribution / active EE | $1,516 | $1,616-6.1% | $2,460-38.4% | $2,343-35.3% |
| Participant deferral / active EE | $2,361 | $2,386-1.1% | $3,438-31.3% | $3,332-29.1% |
| Admin fee / account holder | $1,090 | $3,653-70.2% | $5,558-80.4% | $4,645-76.5% |