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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 | $29,950 | $43,496-31.1% | $161,489-81.5% | $64,340-53.5% |
| Participation rate | 51.9% | 53.5%-1.6pp | 78.7%-26.7pp | 55.2%-3.3pp |
| Annual return | 9.93% | 20.76%-10.8pp | 89.72%-79.8pp | 24.14%-14.2pp |
| Employer contribution / active EE | $1,235 | $1,431-13.7% | $4,268-71.1% | $1,862-33.7% |
| Participant deferral / active EE | $1,620 | $1,996-18.8% | $5,630-71.2% | $2,980-45.6% |
| Admin fee / account holder | $3,026 | $2,330+29.9% | $16,006-81.1% | $3,703-18.3% |