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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 | $30,688 | $89,370-65.7% | $141,197-78.3% | $72,976-57.9% |
| Participation rate | 59.2% | 75.1%-16.0pp | 82.5%-23.3pp | 69.5%-10.3pp |
| Annual return | 16.36% | 111.88%-95.5pp | 71.41%-55.0pp | 81.02%-64.7pp |
| Employer contribution / active EE | $1,487 | $3,115-52.3% | $4,736-68.6% | $2,440-39.1% |
| Participant deferral / active EE | $2,534 | $5,419-53.2% | $6,710-62.2% | $3,608-29.8% |
| Admin fee / account holder | $3,855 | $5,957-35.3% | $10,265-62.4% | $5,124-24.8% |