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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 | $35,394 | $75,541-53.1% | $152,093-76.7% | $82,637-57.2% |
| Participation rate | 58.1% | 66.5%-8.4pp | 77.8%-19.6pp | 68.1%-9.9pp |
| Annual return | 11.98% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.5pp |
| Employer contribution / active EE | $2,677 | $2,622+2.1% | $4,175-35.9% | $2,552+4.9% |
| Participant deferral / active EE | $2,667 | $3,206-16.8% | $5,451-51.1% | $4,126-35.4% |
| Admin fee / account holder | $639 | $6,405-90.0% | $14,497-95.6% | $7,339-91.3% |