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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 | $32,819 | $78,690-58.3% | $161,489-79.7% | $87,485-62.5% |
| Participation rate | 66.2% | 67.5%-1.2pp | 78.7%-12.5pp | 68.9%-2.7pp |
| Annual return | 11.73% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,425 | $2,588-6.3% | $4,268-43.2% | $2,596-6.6% |
| Participant deferral / active EE | $4,221 | $3,311+27.5% | $5,630-25.0% | $4,274-1.2% |
| Admin fee / account holder | $2,225 | $6,724-66.9% | $16,006-86.1% | $7,775-71.4% |