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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 | $38,903 | $77,962-50.1% | $178,540-78.2% | $80,935-51.9% |
| Participation rate | 62.3% | 65.7%-3.4pp | 77.1%-14.8pp | 67.7%-5.4pp |
| Annual return | 9.84% | 18.10%-8.3pp | 27.15%-17.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,734 | $2,280-23.9% | $3,953-56.1% | $2,757-37.1% |
| Participant deferral / active EE | $3,547 | $4,404-19.5% | $6,281-43.5% | $4,299-17.5% |
| Admin fee / account holder | $8,217 | $7,156+14.8% | $10,424-21.2% | $6,924+18.7% |