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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 | $32,904 | $70,684-53.4% | $169,390-80.6% | $75,173-56.2% |
| Participation rate | 69.2% | 64.8%+4.4pp | 77.2%-7.9pp | 67.2%+2.0pp |
| Annual return | 13.20% | 36.38%-23.2pp | 406.07%-392.9pp | 160.72%-147.5pp |
| Employer contribution / active EE | $1,492 | $2,211-32.5% | $4,013-62.8% | $2,671-44.2% |
| Participant deferral / active EE | $3,531 | $4,310-18.1% | $6,222-43.2% | $4,126-14.4% |
| Admin fee / account holder | $4,798 | $5,404-11.2% | $9,015-46.8% | $5,651-15.1% |