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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 | $27,710 | $93,586-70.4% | $135,925-79.6% | $75,173-63.1% |
| Participation rate | 68.4% | 75.2%-6.8pp | 81.9%-13.5pp | 67.2%+1.2pp |
| Annual return | 9.86% | 30.90%-21.0pp | 68.25%-58.4pp | 160.65%-150.8pp |
| Employer contribution / active EE | $1,868 | $3,537-47.2% | $4,857-61.5% | $2,670-30.0% |
| Participant deferral / active EE | $3,316 | $6,405-48.2% | $7,759-57.3% | $4,126-19.6% |
| Admin fee / account holder | $8,267 | $6,977+18.5% | $10,764-23.2% | $5,651+46.3% |