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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 | $32,303 | $56,054-42.4% | $171,082-81.1% | $62,881-48.6% |
| Participation rate | 66.7% | 62.9%+3.8pp | 76.7%-10.0pp | 69.3%-2.6pp |
| Annual return | 3.61% | 22.52%-18.9pp | 32.56%-28.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,064 | $1,731-38.5% | $4,002-73.4% | $2,281-53.3% |
| Participant deferral / active EE | $2,427 | $3,158-23.1% | $4,797-49.4% | $3,203-24.2% |
| Admin fee / account holder | $599 | $3,647-83.6% | $8,520-93.0% | $4,296-86.1% |