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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 | $38,249 | $65,364-41.5% | $92,909-58.8% | $72,975-47.6% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 3.82% | 42.11%-38.3pp | 109.44%-105.6pp | 81.01%-77.2pp |
| Employer contribution / active EE | $1,199 | $2,594-53.8% | $3,653-67.2% | $2,440-50.9% |
| Participant deferral / active EE | $2,369 | $3,128-24.3% | $4,238-44.1% | $3,608-34.3% |
| Admin fee / account holder | $935 | $4,251-78.0% | $5,795-83.9% | $5,124-81.8% |