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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 | $36,967 | $62,672-41.0% | $185,117-80.0% | $70,126-47.3% |
| Participation rate | 69.4% | 63.8%+5.7pp | 77.3%-7.8pp | 69.5%-0.1pp |
| Annual return | 7.72% | 40.79%-33.1pp | 40.50%-32.8pp | 73.15%-65.4pp |
| Employer contribution / active EE | $1,079 | $1,753-38.4% | $4,182-74.2% | $2,343-53.9% |
| Participant deferral / active EE | $2,415 | $3,272-26.2% | $5,045-52.1% | $3,332-27.5% |
| Admin fee / account holder | $1,199 | $3,932-69.5% | $8,159-85.3% | $4,645-74.2% |