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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 | $33,193 | $81,358-59.2% | $155,556-78.7% | $80,959-59.0% |
| Participation rate | 65.9% | 66.3%-0.4pp | 78.2%-12.4pp | 67.7%-1.8pp |
| Annual return | 10.58% | 33.39%-22.8pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,300 | $3,106-58.2% | $4,675-72.2% | $2,757-52.9% |
| Participant deferral / active EE | $1,768 | $3,455-48.8% | $5,631-68.6% | $4,300-58.9% |
| Admin fee / account holder | $652 | $7,994-91.8% | $15,885-95.9% | $6,925-90.6% |