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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 | $41,592 | $77,920-46.6% | $149,723-72.2% | $75,177-44.7% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 13.24% | 31.72%-18.5pp | 134.50%-121.3pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,394 | $3,138-55.6% | $4,821-71.1% | $2,671-47.8% |
| Participant deferral / active EE | $1,754 | $3,411-48.6% | $5,682-69.1% | $4,126-57.5% |
| Admin fee / account holder | $1,998 | $5,951-66.4% | $13,215-84.9% | $5,651-64.6% |