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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 | $76,407-53.7% | $150,298-76.5% | $82,448-57.1% |
| Participation rate | 58.1% | 66.4%-8.3pp | 77.8%-19.6pp | 68.1%-9.9pp |
| Annual return | 11.98% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,677 | $2,614+2.4% | $4,154-35.6% | $2,551+4.9% |
| Participant deferral / active EE | $2,667 | $3,214-17.0% | $5,453-51.1% | $4,139-35.6% |
| Admin fee / account holder | $639 | $6,352-89.9% | $14,116-95.5% | $7,234-91.2% |