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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 | $27,254 | $46,877-41.9% | $122,354-77.7% | $70,126-61.1% |
| Participation rate | 59.4% | 58.2%+1.2pp | 71.6%-12.3pp | 69.5%-10.2pp |
| Annual return | 11.92% | 24.22%-12.3pp | 30.28%-18.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,137 | $1,288-11.8% | $4,051-71.9% | $2,343-51.5% |
| Participant deferral / active EE | $1,839 | $2,167-15.1% | $3,287-44.0% | $3,332-44.8% |
| Admin fee / account holder | $2,652 | $3,324-20.2% | $5,479-51.6% | $4,645-42.9% |