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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 | $64,438 | $76,834-16.1% | $108,359-40.5% | $87,485-26.3% |
| Participation rate | 48.9% | 61.7%-12.8pp | 70.1%-21.2pp | 68.9%-20.0pp |
| Annual return | 11.79% | 19.09%-7.3pp | 36.89%-25.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,054 | $1,556+32.0% | $2,399-14.4% | $2,596-20.9% |
| Participant deferral / active EE | $3,491 | $3,100+12.6% | $4,137-15.6% | $4,274-18.3% |
| Admin fee / account holder | $30,135 | $6,537+361.0% | $9,741+209.4% | $7,775+287.6% |