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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 | $35,620 | $57,590-38.1% | $86,233-58.7% | $82,448-56.8% |
| Participation rate | 54.5% | 57.9%-3.3pp | 69.0%-14.5pp | 68.1%-13.5pp |
| Annual return | 13.11% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,861 | $1,655+72.9% | $2,504+14.3% | $2,551+12.2% |
| Participant deferral / active EE | $3,701 | $3,080+20.2% | $4,559-18.8% | $4,139-10.6% |
| Admin fee / account holder | $7,866 | $4,730+66.3% | $8,342-5.7% | $7,234+8.7% |