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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 | $69,273-38.3% | $90,796-52.9% | $82,637-48.3% |
| Participation rate | 63.2% | 64.0%-0.8pp | 69.5%-6.3pp | 68.1%-4.8pp |
| Annual return | 9.97% | 18.37%-8.4pp | 19.29%-9.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,881 | $1,865+0.8% | $2,294-18.0% | $2,552-26.3% |
| Participant deferral / active EE | $3,421 | $3,047+12.3% | $3,822-10.5% | $4,126-17.1% |
| Admin fee / account holder | $38,090 | $5,511+591.2% | $7,024+442.3% | $7,339+419.0% |