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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 | $34,511 | $48,337-28.6% | $67,560-48.9% | $80,959-57.4% |
| Participation rate | 69.8% | 66.4%+3.4pp | 72.9%-3.1pp | 67.7%+2.2pp |
| Annual return | 10.50% | 18.26%-7.8pp | 3533.50%-3523.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,480 | $2,023-26.8% | $2,737-45.9% | $2,757-46.3% |
| Participant deferral / active EE | $1,766 | $2,928-39.7% | $4,004-55.9% | $4,300-58.9% |
| Admin fee / account holder | $1,313 | $3,695-64.5% | $3,994-67.1% | $6,925-81.0% |