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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 | $33,781 | $41,016-17.6% | $152,093-77.8% | $64,097-47.3% |
| Participation rate | 49.5% | 51.3%-1.8pp | 77.8%-28.2pp | 55.2%-5.7pp |
| Annual return | 11.24% | 39.60%-28.4pp | 66.36%-55.1pp | 34.64%-23.4pp |
| Employer contribution / active EE | $1,254 | $1,342-6.6% | $4,175-70.0% | $1,891-33.7% |
| Participant deferral / active EE | $3,156 | $1,927+63.7% | $5,451-42.1% | $3,080+2.5% |
| Admin fee / account holder | $633 | $2,305-72.6% | $14,497-95.6% | $3,454-81.7% |