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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 | $31,461 | $57,590-45.4% | $86,233-63.5% | $82,448-61.8% |
| Participation rate | 64.5% | 57.9%+6.6pp | 69.0%-4.5pp | 68.1%-3.6pp |
| Annual return | 12.36% | 22.41%-10.1pp | 61.39%-49.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,506 | $1,655+51.4% | $2,504+0.1% | $2,551-1.8% |
| Participant deferral / active EE | $4,918 | $3,080+59.7% | $4,559+7.9% | $4,139+18.8% |
| Admin fee / account holder | $6,624 | $4,730+40.0% | $8,342-20.6% | $7,234-8.4% |