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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 | $37,553 | $55,902-32.8% | $76,030-50.6% | $80,959-53.6% |
| Participation rate | 65.1% | 62.1%+3.0pp | 69.1%-4.0pp | 67.7%-2.6pp |
| Annual return | 8.83% | 20.59%-11.8pp | 361.54%-352.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,530 | $1,867-18.1% | $2,688-43.1% | $2,757-44.5% |
| Participant deferral / active EE | $2,529 | $3,051-17.1% | $4,257-40.6% | $4,300-41.2% |
| Admin fee / account holder | $1,373 | $5,239-73.8% | $6,421-78.6% | $6,925-80.2% |