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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 | $34,799 | $81,504-57.3% | $102,437-66.0% | $80,959-57.0% |
| Participation rate | 68.8% | 66.9%+2.0pp | 74.5%-5.7pp | 67.7%+1.2pp |
| Annual return | 10.06% | 25.60%-15.5pp | 24.95%-14.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,897 | $3,104-38.9% | $3,871-51.0% | $2,757-31.2% |
| Participant deferral / active EE | $3,988 | $3,871+3.0% | $5,060-21.2% | $4,300-7.3% |
| Admin fee / account holder | $1,099 | $6,719-83.6% | $8,388-86.9% | $6,925-84.1% |