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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 | $37,688 | $81,504-53.8% | $102,437-63.2% | $80,959-53.4% |
| Participation rate | 65.9% | 66.9%-1.0pp | 74.5%-8.7pp | 67.7%-1.8pp |
| Annual return | 7.69% | 25.60%-17.9pp | 24.95%-17.3pp | 35.67%-28.0pp |
| Employer contribution / active EE | $2,088 | $3,104-32.7% | $3,871-46.1% | $2,757-24.3% |
| Participant deferral / active EE | $4,264 | $3,871+10.2% | $5,060-15.7% | $4,300-0.8% |
| Admin fee / account holder | $2,318 | $6,719-65.5% | $8,388-72.4% | $6,925-66.5% |