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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 | $39,712 | $72,012-44.9% | $185,827-78.6% | $79,858-50.3% |
| Participation rate | 69.4% | 65.8%+3.7pp | 78.0%-8.6pp | 69.6%-0.2pp |
| Annual return | 10.18% | 23.12%-12.9pp | 35.96%-25.8pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,026 | $1,965-47.8% | $4,087-74.9% | $2,471-58.5% |
| Participant deferral / active EE | $2,342 | $3,779-38.0% | $5,633-58.4% | $3,740-37.4% |
| Admin fee / account holder | $1,153 | $4,513-74.5% | $9,502-87.9% | $5,306-78.3% |