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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 | $42,747 | $67,894-37.0% | $89,340-52.2% | $82,448-48.2% |
| Participation rate | 63.2% | 64.0%-0.8pp | 69.6%-6.3pp | 68.1%-4.8pp |
| Annual return | 9.97% | 19.21%-9.2pp | 20.57%-10.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,881 | $1,828+2.9% | $2,231-15.7% | $2,551-26.3% |
| Participant deferral / active EE | $3,421 | $3,072+11.4% | $3,823-10.5% | $4,139-17.3% |
| Admin fee / account holder | $38,090 | $5,723+565.6% | $6,704+468.2% | $7,234+426.5% |