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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 | $81,276-57.5% | $155,574-77.8% | $80,925-57.3% |
| Participation rate | 67.3% | 66.2%+1.1pp | 78.2%-10.9pp | 67.7%-0.3pp |
| Annual return | 4.38% | 33.36%-29.0pp | 64.87%-60.5pp | 35.65%-31.3pp |
| Employer contribution / active EE | $1,520 | $3,103-51.0% | $4,676-67.5% | $2,756-44.9% |
| Participant deferral / active EE | $2,846 | $3,453-17.6% | $5,629-49.4% | $4,299-33.8% |
| Admin fee / account holder | $3,152 | $7,993-60.6% | $15,914-80.2% | $6,940-54.6% |