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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 | $78,520-52.8% | $96,576-61.6% | $82,448-55.1% |
| Participation rate | 63.0% | 77.7%-14.8pp | 81.4%-18.5pp | 68.1%-5.1pp |
| Annual return | 13.62% | 41.30%-27.7pp | 38.47%-24.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,569 | $2,630-2.3% | $3,553-27.7% | $2,551+0.7% |
| Participant deferral / active EE | $5,308 | $6,754-21.4% | $7,956-33.3% | $4,139+28.2% |
| Admin fee / account holder | $7,735 | $13,455-42.5% | $11,381-32.0% | $7,234+6.9% |