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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 | $35,448 | $86,949-59.2% | $102,460-65.4% | $80,959-56.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 9.01% | 18.89%-9.9pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,784 | $2,370-24.7% | $3,025-41.0% | $2,757-35.3% |
| Participant deferral / active EE | $3,425 | $4,121-16.9% | $5,056-32.3% | $4,300-20.4% |
| Admin fee / account holder | $10,035 | $8,048+24.7% | $9,460+6.1% | $6,925+44.9% |