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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 | $34,128 | $58,627-41.8% | $76,735-55.5% | $82,448-58.6% |
| Participation rate | 59.5% | 63.2%-3.8pp | 69.5%-10.0pp | 68.1%-8.6pp |
| Annual return | 10.52% | 39.10%-28.6pp | 29.77%-19.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,148 | $1,729+24.2% | $2,454-12.5% | $2,551-15.8% |
| Participant deferral / active EE | $2,918 | $3,134-6.9% | $4,088-28.6% | $4,139-29.5% |
| Admin fee / account holder | $21,969 | $5,323+312.8% | $7,189+205.6% | $7,234+203.7% |