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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 | $77,814-54.5% | $158,223-77.6% | $86,983-59.3% |
| Participation rate | 58.1% | 68.4%-10.3pp | 79.2%-21.1pp | 69.5%-11.4pp |
| Annual return | 11.98% | 30.54%-18.6pp | 52.09%-40.1pp | 25.83%-13.9pp |
| Employer contribution / active EE | $2,677 | $2,592+3.3% | $4,109-34.8% | $2,584+3.6% |
| Participant deferral / active EE | $2,667 | $3,270-18.4% | $5,467-51.2% | $4,194-36.4% |
| Admin fee / account holder | $639 | $5,879-89.1% | $16,047-96.0% | $7,856-91.9% |