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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 | $25,953 | $48,337-46.3% | $67,560-61.6% | $80,959-67.9% |
| Participation rate | 69.2% | 66.4%+2.8pp | 72.9%-3.7pp | 67.7%+1.6pp |
| Annual return | 10.37% | 18.26%-7.9pp | 3533.50%-3523.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,444 | $2,023-28.6% | $2,737-47.3% | $2,757-47.6% |
| Participant deferral / active EE | $2,110 | $2,928-27.9% | $4,004-47.3% | $4,300-50.9% |
| Admin fee / account holder | $3,862 | $3,695+4.5% | $3,994-3.3% | $6,925-44.2% |