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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 | $58,057-45.8% | $97,032-67.6% | $86,983-63.8% |
| Participation rate | 64.5% | 60.4%+4.1pp | 71.6%-7.1pp | 69.5%-5.1pp |
| Annual return | 12.36% | 22.26%-9.9pp | 35.38%-23.0pp | 25.83%-13.5pp |
| Employer contribution / active EE | $2,506 | $1,663+50.6% | $2,629-4.7% | $2,584-3.0% |
| Participant deferral / active EE | $4,918 | $3,244+51.6% | $4,672+5.3% | $4,194+17.3% |
| Admin fee / account holder | $6,624 | $4,839+36.9% | $9,418-29.7% | $7,856-15.7% |