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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 | $31,550 | $81,262-61.2% | $155,602-79.7% | $80,911-61.0% |
| Participation rate | 68.4% | 66.2%+2.2pp | 78.2%-9.8pp | 67.6%+0.8pp |
| Annual return | 7.74% | 33.34%-25.6pp | 64.81%-57.1pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,112 | $3,102-64.1% | $4,675-76.2% | $2,756-59.6% |
| Participant deferral / active EE | $3,736 | $3,451+8.2% | $5,629-33.6% | $4,297-13.1% |
| Admin fee / account holder | $1,748 | $7,992-78.1% | $15,923-89.0% | $6,935-74.8% |