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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 | $29,049 | $81,504-64.4% | $102,437-71.6% | $80,959-64.1% |
| Participation rate | 67.2% | 66.9%+0.3pp | 74.5%-7.3pp | 67.7%-0.5pp |
| Annual return | 7.68% | 25.60%-17.9pp | 24.95%-17.3pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,989 | $3,104-35.9% | $3,871-48.6% | $2,757-27.9% |
| Participant deferral / active EE | $3,044 | $3,871-21.4% | $5,060-39.8% | $4,300-29.2% |
| Admin fee / account holder | $9,473 | $6,719+41.0% | $8,388+12.9% | $6,925+36.8% |