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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 | $37,875 | $58,851-35.6% | $115,170-67.1% | $72,975-48.1% |
| Participation rate | 68.0% | 65.5%+2.5pp | 75.9%-7.9pp | 69.5%-1.5pp |
| Annual return | 15.21% | 23.16%-8.0pp | 35.60%-20.4pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,198 | $1,798-33.4% | $3,179-62.3% | $2,440-50.9% |
| Participant deferral / active EE | $3,328 | $2,643+26.0% | $4,169-20.2% | $3,608-7.7% |
| Admin fee / account holder | $15,350 | $6,370+141.0% | $7,089+116.5% | $5,124+199.6% |