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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 | $86,922-59.2% | $102,438-65.4% | $80,874-56.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 9.01% | 18.90%-9.9pp | 29.37%-20.4pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,784 | $2,369-24.7% | $3,024-41.0% | $2,756-35.3% |
| Participant deferral / active EE | $3,425 | $4,119-16.9% | $5,054-32.2% | $4,297-20.3% |
| Admin fee / account holder | $10,035 | $8,050+24.7% | $9,448+6.2% | $6,935+44.7% |