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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 | $31,192 | $99,875-68.8% | $146,866-78.8% | $86,983-64.1% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.5%-24.0pp | 69.5%-11.0pp |
| Annual return | 13.08% | 28.10%-15.0pp | 102.85%-89.8pp | 25.83%-12.8pp |
| Employer contribution / active EE | $2,842 | $3,224-11.8% | $4,425-35.8% | $2,584+10.0% |
| Participant deferral / active EE | $4,556 | $6,322-27.9% | $7,759-41.3% | $4,194+8.6% |
| Admin fee / account holder | $575 | $7,838-92.7% | $13,620-95.8% | $7,856-92.7% |