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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 | $60,442-41.1% | $96,754-63.2% | $87,485-59.3% |
| Participation rate | 54.5% | 58.7%-4.2pp | 70.3%-15.7pp | 68.9%-14.4pp |
| Annual return | 13.11% | 21.97%-8.9pp | 82.04%-68.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,861 | $1,691+69.2% | $2,679+6.8% | $2,596+10.2% |
| Participant deferral / active EE | $3,701 | $3,280+12.8% | $4,758-22.2% | $4,274-13.4% |
| Admin fee / account holder | $7,866 | $5,069+55.2% | $8,905-11.7% | $7,775+1.2% |