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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 | $45,343-33.9% | $150,298-80.1% | $67,986-55.9% |
| Participation rate | 51.9% | 51.9%+0.1pp | 77.8%-25.8pp | 57.2%-5.3pp |
| Annual return | 9.93% | 33.28%-23.3pp | 62.79%-52.9pp | 31.67%-21.7pp |
| Employer contribution / active EE | $1,235 | $1,462-15.5% | $4,154-70.3% | $2,019-38.8% |
| Participant deferral / active EE | $1,620 | $2,055-21.1% | $5,453-70.3% | $3,358-51.8% |
| Admin fee / account holder | $3,026 | $2,250+34.5% | $14,116-78.6% | $3,203-5.5% |