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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 | $34,573 | $81,358-57.5% | $155,556-77.8% | $80,959-57.3% |
| Participation rate | 67.3% | 66.3%+1.1pp | 78.2%-10.9pp | 67.7%-0.3pp |
| Annual return | 4.38% | 33.39%-29.0pp | 64.84%-60.5pp | 35.67%-31.3pp |
| Employer contribution / active EE | $1,520 | $3,106-51.1% | $4,675-67.5% | $2,757-44.9% |
| Participant deferral / active EE | $2,846 | $3,455-17.6% | $5,631-49.5% | $4,300-33.8% |
| Admin fee / account holder | $3,152 | $7,994-60.6% | $15,885-80.2% | $6,925-54.5% |