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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 | $43,749-31.5% | $158,223-81.1% | $65,306-54.1% |
| Participation rate | 51.9% | 56.9%-4.9pp | 79.2%-27.3pp | 57.7%-5.7pp |
| Annual return | 9.93% | 19.41%-9.5pp | 52.09%-42.2pp | 21.94%-12.0pp |
| Employer contribution / active EE | $1,235 | $1,497-17.5% | $4,109-69.9% | $1,967-37.2% |
| Participant deferral / active EE | $1,620 | $2,019-19.7% | $5,467-70.4% | $2,959-45.3% |
| Admin fee / account holder | $3,026 | $1,930+56.8% | $16,047-81.1% | $3,480-13.0% |