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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 | $30,657 | $53,128-42.3% | $86,581-64.6% | $70,124-56.3% |
| Participation rate | 32.4% | 65.3%-33.0pp | 73.5%-41.2pp | 69.5%-37.2pp |
| Annual return | 12.49% | 27.66%-15.2pp | 965.06%-952.6pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,204 | $2,068-41.8% | $2,840-57.6% | $2,342-48.6% |
| Participant deferral / active EE | $2,288 | $2,695-15.1% | $3,609-36.6% | $3,332-31.3% |
| Admin fee / account holder | $3,966 | $3,584+10.7% | $4,904-19.1% | $4,645-14.6% |