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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 | $31,200 | $77,472-59.7% | $100,415-68.9% | $80,959-61.5% |
| Participation rate | 60.4% | 76.9%-16.6pp | 81.5%-21.1pp | 67.7%-7.3pp |
| Annual return | 10.62% | 37.26%-26.6pp | 49.47%-38.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,375 | $2,800-15.2% | $3,943-39.8% | $2,757-13.9% |
| Participant deferral / active EE | $4,132 | $6,818-39.4% | $8,091-48.9% | $4,300-3.9% |
| Admin fee / account holder | $2,624 | $5,885-55.4% | $7,906-66.8% | $6,925-62.1% |