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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 | $36,042 | $88,360-59.2% | $145,433-75.2% | $67,986-47.0% |
| Participation rate | 48.1% | 65.5%-17.4pp | 82.1%-34.0pp | 57.2%-9.1pp |
| Annual return | 12.74% | 63.15%-50.4pp | 66.58%-53.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,299 | $3,054-57.5% | $4,554-71.5% | $2,019-35.7% |
| Participant deferral / active EE | $3,035 | $5,932-48.8% | $7,897-61.6% | $3,358-9.6% |
| Admin fee / account holder | $977 | $3,313-70.5% | $13,129-92.6% | $3,203-69.5% |