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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 | $29,641 | $53,774-44.9% | $134,162-77.9% | $79,852-62.9% |
| Participation rate | 69.4% | 58.8%+10.6pp | 72.2%-2.8pp | 69.6%-0.3pp |
| Annual return | 4.20% | 19.01%-14.8pp | 36.35%-32.1pp | 31.72%-27.5pp |
| Employer contribution / active EE | $1,009 | $1,322-23.7% | $3,705-72.8% | $2,471-59.2% |
| Participant deferral / active EE | $2,854 | $2,420+18.0% | $3,500-18.4% | $3,740-23.7% |
| Admin fee / account holder | $7,082 | $3,985+77.7% | $6,685+5.9% | $5,306+33.5% |