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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 | $35,959 | $57,073-37.0% | $85,126-57.8% | $80,925-55.6% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 10.45% | 21.69%-11.2pp | 66.63%-56.2pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,515 | $1,801-15.9% | $2,731-44.5% | $2,756-45.0% |
| Participant deferral / active EE | $3,311 | $3,113+6.4% | $4,523-26.8% | $4,299-23.0% |
| Admin fee / account holder | $3,721 | $4,988-25.4% | $6,160-39.6% | $6,940-46.4% |