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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 | $58,848-46.5% | $88,179-64.3% | $82,637-61.9% |
| Participation rate | 64.5% | 57.9%+6.6pp | 69.1%-4.7pp | 68.1%-3.6pp |
| Annual return | 12.36% | 22.76%-10.4pp | 64.97%-52.6pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,506 | $1,678+49.3% | $2,549-1.7% | $2,552-1.8% |
| Participant deferral / active EE | $4,918 | $3,124+57.4% | $4,614+6.6% | $4,126+19.2% |
| Admin fee / account holder | $6,624 | $4,795+38.1% | $7,673-13.7% | $7,339-9.7% |