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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 | $35,309 | $77,908-54.7% | $149,696-76.4% | $75,173-53.0% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 7.60% | 31.73%-24.1pp | 134.46%-126.9pp | 160.72%-153.1pp |
| Employer contribution / active EE | $2,062 | $3,138-34.3% | $4,821-57.2% | $2,671-22.8% |
| Participant deferral / active EE | $954 | $3,411-72.0% | $5,682-83.2% | $4,126-76.9% |
| Admin fee / account holder | $3,187 | $5,950-46.4% | $13,212-75.9% | $5,651-43.6% |