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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 | $37,038 | $77,358-52.1% | $102,184-63.8% | $87,485-57.7% |
| Participation rate | 63.0% | 78.7%-15.7pp | 82.6%-19.6pp | 68.9%-6.0pp |
| Annual return | 13.62% | 41.11%-27.5pp | 31.58%-18.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $2,569 | $2,562+0.3% | $3,594-28.5% | $2,596-1.1% |
| Participant deferral / active EE | $5,308 | $6,753-21.4% | $8,309-36.1% | $4,274+24.2% |
| Admin fee / account holder | $7,735 | $6,809+13.6% | $11,609-33.4% | $7,775-0.5% |