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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 | $77,492-59.7% | $100,398-68.9% | $80,911-61.4% |
| Participation rate | 60.4% | 76.9%-16.6pp | 81.5%-21.1pp | 67.6%-7.3pp |
| Annual return | 10.62% | 37.23%-26.6pp | 49.32%-38.7pp | 35.63%-25.0pp |
| Employer contribution / active EE | $2,375 | $2,800-15.2% | $3,946-39.8% | $2,756-13.8% |
| Participant deferral / active EE | $4,132 | $6,817-39.4% | $8,084-48.9% | $4,297-3.8% |
| Admin fee / account holder | $2,624 | $5,892-55.5% | $7,893-66.7% | $6,935-62.2% |